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 | $140,582 | $117,841+19.3% | $102,423+37.3% | $145,922-3.7% |
| Participation rate | 92.3% | 78.6%+13.7pp | 76.5%+15.8pp | 80.3%+12.0pp |
| Annual return | 14.88% | 31.65%-16.8pp | 29.32%-14.4pp | 561.29%-546.4pp |
| Employer contribution / active EE | $3,704 | $3,615+2.5% | $3,023+22.5% | $4,660-20.5% |
| Participant deferral / active EE | $6,671 | $5,731+16.4% | $5,053+32.0% | $6,688-0.3% |
| Admin fee / account holder | $14,458 | $13,326+8.5% | $9,451+53.0% | $13,397+7.9% |