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 | $145,982 | $127,065+14.9% | $113,168+29.0% | $142,382+2.5% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 13.29% | 24.03%-10.7pp | 24.27%-11.0pp | 217.08%-203.8pp |
| Employer contribution / active EE | $3,774 | $3,442+9.6% | $2,975+26.8% | $4,299-12.2% |
| Participant deferral / active EE | $8,455 | $5,716+47.9% | $5,107+65.6% | $6,507+29.9% |
| Admin fee / account holder | $26,599 | $15,736+69.0% | $12,068+120.4% | $12,624+110.7% |