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 | $124,562 | $114,381+8.9% | $107,525+15.8% | $142,382-12.5% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 14.88% | 242.71%-227.8pp | 181.32%-166.4pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,803 | $4,015-55.1% | $3,754-52.0% | $4,299-58.1% |
| Participant deferral / active EE | $6,920 | $5,564+24.4% | $5,116+35.3% | $6,507+6.3% |
| Admin fee / account holder | $1,013 | $9,860-89.7% | $8,919-88.6% | $12,624-92.0% |