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 | $123,968 | $117,841+5.2% | $102,423+21.0% | $145,922-15.0% |
| Participation rate | 93.8% | 78.6%+15.2pp | 76.5%+17.3pp | 80.3%+13.5pp |
| Annual return | 12.12% | 31.65%-19.5pp | 29.32%-17.2pp | 561.29%-549.2pp |
| Employer contribution / active EE | $1,689 | $3,615-53.3% | $3,023-44.1% | $4,660-63.8% |
| Participant deferral / active EE | $6,313 | $5,731+10.2% | $5,053+24.9% | $6,688-5.6% |
| Admin fee / account holder | $20,159 | $13,326+51.3% | $9,451+113.3% | $13,397+50.5% |