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 | $129,186 | $118,450+9.1% | $98,439+31.2% | $139,434-7.3% |
| Participation rate | 92.9% | 77.4%+15.4pp | 75.2%+17.7pp | 80.3%+12.5pp |
| Annual return | 18.94% | 18.94%0pp | 21.16%-2.2pp | 372.94%-354.0pp |
| Employer contribution / active EE | $6,626 | $3,609+83.6% | $3,048+117.4% | $4,751+39.5% |
| Participant deferral / active EE | $6,452 | $5,392+19.7% | $4,738+36.2% | $6,710-3.8% |
| Admin fee / account holder | $3,003 | $14,026-78.6% | $8,948-66.4% | $11,403-73.7% |