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 | $127,552 | $114,381+11.5% | $107,525+18.6% | $142,382-10.4% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 282.20% | 242.71%+39.5pp | 181.32%+100.9pp | 217.08%+65.1pp |
| Employer contribution / active EE | $2,206 | $4,015-45.1% | $3,754-41.2% | $4,299-48.7% |
| Participant deferral / active EE | $3,955 | $5,564-28.9% | $5,116-22.7% | $6,507-39.2% |
| Admin fee / account holder | $4,201 | $9,860-57.4% | $8,919-52.9% | $12,624-66.7% |