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 6-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 | $129,209 | $114,381+13.0% | $107,525+20.2% | $142,382-9.3% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 14.06% | 242.71%-228.6pp | 181.32%-167.3pp | 217.08%-203.0pp |
| Employer contribution / active EE | $3,740 | $4,015-6.9% | $3,754-0.4% | $4,299-13.0% |
| Participant deferral / active EE | $6,208 | $5,564+11.6% | $5,116+21.3% | $6,507-4.6% |
| Admin fee / account holder | $685 | $9,860-93.1% | $8,919-92.3% | $12,624-94.6% |