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 | $126,761 | $93,571+35.5% | $135,903-6.7% | $75,163+68.6% |
| Participation rate | 76.9% | 75.2%+1.7pp | 81.9%-5.0pp | 67.2%+9.7pp |
| Annual return | 20.03% | 30.90%-10.9pp | 68.23%-48.2pp | 160.62%-140.6pp |
| Employer contribution / active EE | $3,568 | $3,537+0.9% | $4,856-26.5% | $2,670+33.6% |
| Participant deferral / active EE | $9,375 | $6,404+46.4% | $7,758+20.8% | $4,125+127.3% |
| Admin fee / account holder | $2,601 | $6,975-62.7% | $10,762-75.8% | $5,651-54.0% |