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 9-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 | $124,086 | $114,381+8.5% | $107,525+15.4% | $142,382-12.9% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 12.02% | 242.71%-230.7pp | 181.32%-169.3pp | 217.08%-205.1pp |
| Employer contribution / active EE | $5,106 | $4,015+27.2% | $3,754+36.0% | $4,299+18.8% |
| Participant deferral / active EE | $9,644 | $5,564+73.3% | $5,116+88.5% | $6,507+48.2% |
| Admin fee / account holder | $806 | $9,860-91.8% | $8,919-91.0% | $12,624-93.6% |