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 | $141,857 | $110,257+28.7% | $96,544+46.9% | $139,434+1.7% |
| Participation rate | 91.3% | 78.1%+13.2pp | 76.0%+15.3pp | 80.3%+11.0pp |
| Annual return | 17.16% | 26.32%-9.2pp | 25.84%-8.7pp | 372.94%-355.8pp |
| Employer contribution / active EE | $2,300 | $3,620-36.5% | $2,965-22.4% | $4,751-51.6% |
| Participant deferral / active EE | $6,270 | $5,548+13.0% | $4,851+29.3% | $6,710-6.6% |
| Admin fee / account holder | $12,723 | $11,591+9.8% | $8,252+54.2% | $11,403+11.6% |