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 5-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 | $127,916 | $117,983+8.4% | $101,794+25.7% | $142,382-10.2% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 19.20% | 36.92%-17.7pp | 30.53%-11.3pp | 217.08%-197.9pp |
| Employer contribution / active EE | $7,949 | $2,773+186.7% | $2,289+247.3% | $4,299+84.9% |
| Participant deferral / active EE | $10,168 | $4,714+115.7% | $4,084+149.0% | $6,507+56.3% |
| Admin fee / account holder | $1,206 | $10,433-88.4% | $8,777-86.3% | $12,624-90.4% |