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 9-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 | $128,085 | $117,983+8.6% | $101,794+25.8% | $142,382-10.0% |
| Participation rate | 84.6% | 74.2%+10.4pp | 69.2%+15.4pp | 80.1%+4.5pp |
| Annual return | 15.33% | 36.92%-21.6pp | 30.53%-15.2pp | 217.08%-201.7pp |
| Employer contribution / active EE | $3,723 | $2,773+34.3% | $2,289+62.6% | $4,299-13.4% |
| Participant deferral / active EE | $10,127 | $4,714+114.8% | $4,084+148.0% | $6,507+55.6% |
| Admin fee / account holder | $2,477 | $10,433-76.3% | $8,777-71.8% | $12,624-80.4% |