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 | $128,711 | $118,450+8.7% | $98,439+30.8% | $139,434-7.7% |
| Participation rate | 81.8% | 77.4%+4.4pp | 75.2%+6.7pp | 80.3%+1.5pp |
| Annual return | 22.29% | 18.94%+3.4pp | 21.16%+1.1pp | 372.94%-350.7pp |
| Employer contribution / active EE | $2,053 | $3,609-43.1% | $3,048-32.7% | $4,751-56.8% |
| Participant deferral / active EE | $6,700 | $5,392+24.3% | $4,738+41.4% | $6,710-0.2% |
| Admin fee / account holder | $4,286 | $14,026-69.4% | $8,948-52.1% | $11,403-62.4% |