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 8-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 | $114,017 | $106,584+7.0% | $101,326+12.5% | $142,382-19.9% |
| Participation rate | 95.0% | 82.7%+12.3pp | 81.5%+13.5pp | 80.1%+14.9pp |
| Annual return | 14.54% | 36.93%-22.4pp | 36.82%-22.3pp | 217.08%-202.5pp |
| Employer contribution / active EE | $3,198 | $3,956-19.2% | $3,665-12.7% | $4,299-25.6% |
| Participant deferral / active EE | $5,429 | $8,297-34.6% | $7,994-32.1% | $6,507-16.6% |
| Admin fee / account holder | $500 | $11,446-95.6% | $11,185-95.5% | $12,624-96.0% |