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 | $125,521 | $114,381+9.7% | $107,525+16.7% | $142,382-11.8% |
| Participation rate | 94.7% | 78.1%+16.6pp | 75.1%+19.7pp | 80.1%+14.6pp |
| Annual return | 14.64% | 242.71%-228.1pp | 181.32%-166.7pp | 217.08%-202.4pp |
| Employer contribution / active EE | $4,764 | $4,015+18.7% | $3,754+26.9% | $4,299+10.8% |
| Participant deferral / active EE | $8,880 | $5,564+59.6% | $5,116+73.6% | $6,507+36.5% |
| Admin fee / account holder | $566 | $9,860-94.3% | $8,919-93.7% | $12,624-95.5% |