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 | $138,656 | $110,257+25.8% | $96,544+43.6% | $139,434-0.6% |
| Participation rate | 88.2% | 78.1%+10.1pp | 76.0%+12.3pp | 80.3%+7.9pp |
| Annual return | 22.55% | 26.32%-3.8pp | 25.84%-3.3pp | 372.94%-350.4pp |
| Employer contribution / active EE | $3,416 | $3,620-5.6% | $2,965+15.2% | $4,751-28.1% |
| Participant deferral / active EE | $10,570 | $5,548+90.5% | $4,851+117.9% | $6,710+57.5% |
| Admin fee / account holder | $1,623 | $11,591-86.0% | $8,252-80.3% | $11,403-85.8% |