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 | $136,397 | $114,381+19.2% | $107,525+26.9% | $142,382-4.2% |
| Participation rate | 77.8% | 78.1%-0.4pp | 75.1%+2.7pp | 80.1%-2.3pp |
| Annual return | 13.49% | 242.71%-229.2pp | 181.32%-167.8pp | 217.08%-203.6pp |
| Employer contribution / active EE | $2,719 | $4,015-32.3% | $3,754-27.6% | $4,299-36.8% |
| Participant deferral / active EE | $13,246 | $5,564+138.1% | $5,116+158.9% | $6,507+103.6% |
| Admin fee / account holder | $726 | $9,860-92.6% | $8,919-91.9% | $12,624-94.3% |