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 | $132,777 | $117,983+12.5% | $101,794+30.4% | $142,382-6.7% |
| Participation rate | 93.8% | 74.2%+19.5pp | 69.2%+24.6pp | 80.1%+13.6pp |
| Annual return | 16.42% | 36.92%-20.5pp | 30.53%-14.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $2,633 | $2,773-5.0% | $2,289+15.0% | $4,299-38.8% |
| Participant deferral / active EE | $5,684 | $4,714+20.6% | $4,084+39.2% | $6,507-12.7% |
| Admin fee / account holder | $61,156 | $10,433+486.2% | $8,777+596.8% | $12,624+384.5% |