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 | $116,056 | $111,754+3.9% | $103,333+12.3% | $145,922-20.5% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 14.39% | 24.77%-10.4pp | 24.88%-10.5pp | 561.29%-546.9pp |
| Employer contribution / active EE | $4,994 | $4,212+18.6% | $3,868+29.1% | $4,660+7.2% |
| Participant deferral / active EE | $11,327 | $5,619+101.6% | $5,057+124.0% | $6,688+69.4% |
| Admin fee / account holder | $21,818 | $9,750+123.8% | $8,355+161.1% | $13,397+62.9% |