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 | $128,150 | $124,425+3.0% | $112,040+14.4% | $137,256-6.6% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.5%+6.8pp | 80.0%+3.4pp |
| Annual return | 16.18% | 24.72%-8.5pp | 24.52%-8.3pp | 220.34%-204.2pp |
| Employer contribution / active EE | $3,232 | $3,411-5.3% | $2,954+9.4% | $4,156-22.2% |
| Participant deferral / active EE | $4,462 | $5,718-22.0% | $5,098-12.5% | $6,407-30.4% |
| Admin fee / account holder | $1,241 | $15,207-91.8% | $12,098-89.7% | $12,270-89.9% |