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 | $134,871 | $127,065+6.1% | $113,168+19.2% | $142,382-5.3% |
| Participation rate | 86.4% | 79.2%+7.2pp | 76.6%+9.8pp | 80.1%+6.2pp |
| Annual return | 13.91% | 24.03%-10.1pp | 24.27%-10.4pp | 217.08%-203.2pp |
| Employer contribution / active EE | $3,321 | $3,442-3.5% | $2,975+11.6% | $4,299-22.8% |
| Participant deferral / active EE | $7,166 | $5,716+25.4% | $5,107+40.3% | $6,507+10.1% |
| Admin fee / account holder | $38,371 | $15,736+143.8% | $12,068+218.0% | $12,624+204.0% |