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 | $143,981 | $114,381+25.9% | $107,525+33.9% | $142,382+1.1% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 17.64% | 242.71%-225.1pp | 181.32%-163.7pp | 217.08%-199.4pp |
| Employer contribution / active EE | $5,982 | $4,015+49.0% | $3,754+59.4% | $4,299+39.1% |
| Participant deferral / active EE | $9,151 | $5,564+64.5% | $5,116+78.9% | $6,507+40.6% |
| Admin fee / account holder | $859 | $9,860-91.3% | $8,919-90.4% | $12,624-93.2% |