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 | $130,259 | $117,841+10.5% | $102,423+27.2% | $145,922-10.7% |
| Participation rate | 77.8% | 78.6%-0.8pp | 76.5%+1.3pp | 80.3%-2.5pp |
| Annual return | 13.04% | 31.65%-18.6pp | 29.32%-16.3pp | 561.29%-548.2pp |
| Employer contribution / active EE | $5,302 | $3,615+46.7% | $3,023+75.4% | $4,660+13.8% |
| Participant deferral / active EE | $14,143 | $5,731+146.8% | $5,053+179.9% | $6,688+111.5% |
| Admin fee / account holder | $39,231 | $13,326+194.4% | $9,451+315.1% | $13,397+192.8% |