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 9-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 | $127,788 | $126,574+1.0% | $106,213+20.3% | $145,922-12.4% |
| Participation rate | 77.8% | 77.6%+0.1pp | 75.3%+2.5pp | 80.3%-2.5pp |
| Annual return | 10.98% | 224.79%-213.8pp | 116.14%-105.2pp | 561.29%-550.3pp |
| Employer contribution / active EE | $3,923 | $3,730+5.2% | $3,171+23.7% | $4,660-15.8% |
| Participant deferral / active EE | $6,042 | $5,724+5.6% | $5,016+20.5% | $6,688-9.7% |
| Admin fee / account holder | $31,132 | $17,304+79.9% | $11,033+182.2% | $13,397+132.4% |