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 | $118,144 | $117,983+0.1% | $101,794+16.1% | $142,382-17.0% |
| Participation rate | 81.8% | 74.2%+7.6pp | 69.2%+12.6pp | 80.1%+1.7pp |
| Annual return | 15.29% | 36.92%-21.6pp | 30.53%-15.2pp | 217.08%-201.8pp |
| Employer contribution / active EE | $3,340 | $2,773+20.5% | $2,289+45.9% | $4,299-22.3% |
| Participant deferral / active EE | $7,397 | $4,714+56.9% | $4,084+81.1% | $6,507+13.7% |
| Admin fee / account holder | $334 | $10,433-96.8% | $8,777-96.2% | $12,624-97.4% |