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 | $125,002 | $111,535+12.1% | $105,223+18.8% | $137,256-8.9% |
| Participation rate | 93.3% | 78.1%+15.2pp | 75.0%+18.3pp | 80.0%+13.4pp |
| Annual return | 17.27% | 237.85%-220.6pp | 180.65%-163.4pp | 220.34%-203.1pp |
| Employer contribution / active EE | $4,969 | $3,939+26.1% | $3,689+34.7% | $4,156+19.6% |
| Participant deferral / active EE | $6,242 | $5,500+13.5% | $5,072+23.1% | $6,407-2.6% |
| Admin fee / account holder | $1,705 | $9,721-82.5% | $8,859-80.8% | $12,270-86.1% |