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 | $121,367 | $115,882+4.7% | $100,516+20.7% | $158,922-23.6% |
| Participation rate | 94.1% | 81.6%+12.5pp | 79.4%+14.7pp | 82.0%+12.2pp |
| Annual return | 21.07% | 34.79%-13.7pp | 30.89%-9.8pp | 302.83%-281.8pp |
| Employer contribution / active EE | $1,180 | $4,103-71.2% | $3,418-65.5% | $4,761-75.2% |
| Participant deferral / active EE | $8,517 | $6,674+27.6% | $6,270+35.8% | $5,982+42.4% |
| Admin fee / account holder | $1,830 | $10,995-83.4% | $8,081-77.4% | $11,246-83.7% |