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 | $124,395 | $110,257+12.8% | $96,544+28.8% | $139,434-10.8% |
| Participation rate | 95.5% | 78.1%+17.4pp | 76.0%+19.5pp | 80.3%+15.1pp |
| Annual return | 16.34% | 26.32%-10.0pp | 25.84%-9.5pp | 372.94%-356.6pp |
| Employer contribution / active EE | $2,415 | $3,620-33.3% | $2,965-18.5% | $4,751-49.2% |
| Participant deferral / active EE | $7,552 | $5,548+36.1% | $4,851+55.7% | $6,710+12.5% |
| Admin fee / account holder | $4,497 | $11,591-61.2% | $8,252-45.5% | $11,403-60.6% |