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 9-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 | $137,231 | $133,958+2.4% | $112,228+22.3% | $134,475+2.0% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | 44.87% | 47.11%-2.2pp | 27.45%+17.4pp | 417.96%-373.1pp |
| Employer contribution / active EE | $5,734 | $4,038+42.0% | $3,635+57.8% | $4,740+21.0% |
| Participant deferral / active EE | $13,176 | $5,291+149.1% | $4,728+178.7% | $6,400+105.9% |
| Admin fee / account holder | $2,126 | $7,489-71.6% | $6,410-66.8% | $11,426-81.4% |