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 | $124,425+3.4% | $112,040+14.8% | $137,256-6.3% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.5%+9.2pp | 80.0%+5.8pp |
| Annual return | 16.11% | 24.72%-8.6pp | 24.52%-8.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $3,318 | $3,411-2.7% | $2,954+12.3% | $4,156-20.2% |
| Participant deferral / active EE | $11,166 | $5,718+95.3% | $5,098+119.1% | $6,407+74.3% |
| Admin fee / account holder | $26,879 | $15,207+76.8% | $12,098+122.2% | $12,270+119.1% |