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 | $142,710 | $114,381+24.8% | $107,525+32.7% | $142,382+0.2% |
| Participation rate | 88.2% | 78.1%+10.1pp | 75.1%+13.2pp | 80.1%+8.1pp |
| Annual return | 14.18% | 242.71%-228.5pp | 181.32%-167.1pp | 217.08%-202.9pp |
| Employer contribution / active EE | $3,287 | $4,015-18.1% | $3,754-12.4% | $4,299-23.5% |
| Participant deferral / active EE | $11,073 | $5,564+99.0% | $5,116+116.5% | $6,507+70.2% |
| Admin fee / account holder | $10,502 | $9,860+6.5% | $8,919+17.7% | $12,624-16.8% |