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 | $135,826 | $106,515+27.5% | $96,683+40.5% | $139,434-2.6% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 18.25% | 38.43%-20.2pp | 35.69%-17.4pp | 372.94%-354.7pp |
| Employer contribution / active EE | $4,483 | $4,103+9.3% | $3,737+20.0% | $4,751-5.6% |
| Participant deferral / active EE | $7,226 | $5,454+32.5% | $4,878+48.1% | $6,710+7.7% |
| Admin fee / account holder | $1,813 | $7,877-77.0% | $6,730-73.1% | $11,403-84.1% |