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 | $129,906 | $114,381+13.6% | $107,525+20.8% | $142,382-8.8% |
| Participation rate | 81.3% | 78.1%+3.1pp | 75.1%+6.2pp | 80.1%+1.1pp |
| Annual return | 16.72% | 242.71%-226.0pp | 181.32%-164.6pp | 217.08%-200.4pp |
| Employer contribution / active EE | $5,650 | $4,015+40.7% | $3,754+50.5% | $4,299+31.4% |
| Participant deferral / active EE | $8,930 | $5,564+60.5% | $5,116+74.6% | $6,507+37.2% |
| Admin fee / account holder | $9,568 | $9,860-3.0% | $8,919+7.3% | $12,624-24.2% |