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 | $125,857 | $116,175+8.3% | $93,606+34.5% | $152,861-17.7% |
| Participation rate | 91.7% | 78.0%+13.6pp | 75.8%+15.8pp | 82.4%+9.2pp |
| Annual return | 23.14% | 35.96%-12.8pp | 32.76%-9.6pp | 345.32%-322.2pp |
| Employer contribution / active EE | $4,266 | $3,218+32.6% | $2,718+56.9% | $4,762-10.4% |
| Participant deferral / active EE | $3,890 | $4,603-15.5% | $4,069-4.4% | $5,850-33.5% |
| Admin fee / account holder | $4,184 | $10,748-61.1% | $7,888-47.0% | $11,596-63.9% |