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 6-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 | $128,626 | $127,065+1.2% | $113,168+13.7% | $142,382-9.7% |
| Participation rate | 85.7% | 79.2%+6.5pp | 76.6%+9.1pp | 80.1%+5.6pp |
| Annual return | 16.11% | 24.03%-7.9pp | 24.27%-8.2pp | 217.08%-201.0pp |
| Employer contribution / active EE | $3,318 | $3,442-3.6% | $2,975+11.5% | $4,299-22.8% |
| Participant deferral / active EE | $11,166 | $5,716+95.3% | $5,107+118.7% | $6,507+71.6% |
| Admin fee / account holder | $26,879 | $15,736+70.8% | $12,068+122.7% | $12,624+112.9% |