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 7-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 | $144,598 | $114,381+26.4% | $107,525+34.5% | $142,382+1.6% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 16.56% | 242.71%-226.1pp | 181.32%-164.8pp | 217.08%-200.5pp |
| Employer contribution / active EE | $3,056 | $4,015-23.9% | $3,754-18.6% | $4,299-28.9% |
| Participant deferral / active EE | $10,950 | $5,564+96.8% | $5,116+114.1% | $6,507+68.3% |
| Admin fee / account holder | $2,573 | $9,860-73.9% | $8,919-71.1% | $12,624-79.6% |