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 | $135,373 | $106,515+27.1% | $96,683+40.0% | $139,434-2.9% |
| Participation rate | 84.6% | 77.8%+6.8pp | 74.3%+10.3pp | 80.3%+4.3pp |
| Annual return | 12.82% | 38.43%-25.6pp | 35.69%-22.9pp | 372.94%-360.1pp |
| Employer contribution / active EE | $4,302 | $4,103+4.8% | $3,737+15.1% | $4,751-9.5% |
| Participant deferral / active EE | $7,065 | $5,454+29.5% | $4,878+44.8% | $6,710+5.3% |
| Admin fee / account holder | $1,793 | $7,877-77.2% | $6,730-73.4% | $11,403-84.3% |