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 | $124,582 | $118,680+5.0% | $98,907+26.0% | $158,922-21.6% |
| Participation rate | 79.2% | 77.8%+1.3pp | 76.0%+3.1pp | 82.0%-2.8pp |
| Annual return | 18.13% | 372.35%-354.2pp | 196.43%-178.3pp | 302.83%-284.7pp |
| Employer contribution / active EE | $3,230 | $3,333-3.1% | $2,689+20.1% | $4,761-32.2% |
| Participant deferral / active EE | $7,002 | $5,088+37.6% | $4,244+65.0% | $5,982+17.1% |
| Admin fee / account holder | $15,101 | $10,131+49.1% | $6,642+127.4% | $11,246+34.3% |