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 | $126,650 | $124,425+1.8% | $112,040+13.0% | $137,256-7.7% |
| Participation rate | 88.9% | 79.3%+9.6pp | 76.5%+12.4pp | 80.0%+8.9pp |
| Annual return | 15.78% | 24.72%-8.9pp | 24.52%-8.7pp | 220.34%-204.6pp |
| Employer contribution / active EE | $2,115 | $3,411-38.0% | $2,954-28.4% | $4,156-49.1% |
| Participant deferral / active EE | $6,621 | $5,718+15.8% | $5,098+29.9% | $6,407+3.3% |
| Admin fee / account holder | $745 | $15,207-95.1% | $12,098-93.8% | $12,270-93.9% |