See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,337 | $114,381+20.1% | $107,525+27.7% | $142,382-3.5% |
| Participation rate | 89.5% | 78.1%+11.3pp | 75.1%+14.4pp | 80.1%+9.4pp |
| Annual return | 17.02% | 242.71%-225.7pp | 181.32%-164.3pp | 217.08%-200.1pp |
| Employer contribution / active EE | $3,316 | $4,015-17.4% | $3,754-11.6% | $4,299-22.9% |
| Participant deferral / active EE | $7,588 | $5,564+36.4% | $5,116+48.3% | $6,507+16.6% |
| Admin fee / account holder | $8,530 | $9,860-13.5% | $8,919-4.4% | $12,624-32.4% |