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 | $133,762 | $124,425+7.5% | $112,040+19.4% | $137,256-2.5% |
| Participation rate | 81.3% | 79.3%+1.9pp | 76.5%+4.8pp | 80.0%+1.3pp |
| Annual return | 13.46% | 24.72%-11.3pp | 24.52%-11.1pp | 220.34%-206.9pp |
| Employer contribution / active EE | $5,026 | $3,411+47.3% | $2,954+70.1% | $4,156+20.9% |
| Participant deferral / active EE | $9,034 | $5,718+58.0% | $5,098+77.2% | $6,407+41.0% |
| Admin fee / account holder | $17,260 | $15,207+13.5% | $12,098+42.7% | $12,270+40.7% |