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 8-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 | $135,153 | $111,754+20.9% | $103,333+30.8% | $145,922-7.4% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 22.91% | 24.77%-1.9pp | 24.88%-2.0pp | 561.29%-538.4pp |
| Employer contribution / active EE | $4,304 | $4,212+2.2% | $3,868+11.3% | $4,660-7.6% |
| Participant deferral / active EE | $12,944 | $5,619+130.4% | $5,057+155.9% | $6,688+93.6% |
| Admin fee / account holder | $3,999 | $9,750-59.0% | $8,355-52.1% | $13,397-70.1% |