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 | $145,894 | $177,572-17.8% | $154,803-5.8% | $142,382+2.5% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 18.78% | 65.07%-46.3pp | 58.88%-40.1pp | 217.08%-198.3pp |
| Employer contribution / active EE | $12,018 | $4,810+149.8% | $4,305+179.1% | $4,299+179.5% |
| Participant deferral / active EE | $6,606 | $6,272+5.3% | $5,540+19.2% | $6,507+1.5% |
| Admin fee / account holder | $1,589 | $16,786-90.5% | $14,329-88.9% | $12,624-87.4% |