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 6-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 | $122,949 | $110,257+11.5% | $96,544+27.4% | $139,434-11.8% |
| Participation rate | 78.6% | 78.1%+0.5pp | 76.0%+2.6pp | 80.3%-1.7pp |
| Annual return | 12.85% | 26.32%-13.5pp | 25.84%-13.0pp | 372.94%-360.1pp |
| Employer contribution / active EE | $1,937 | $3,620-46.5% | $2,965-34.7% | $4,751-59.2% |
| Participant deferral / active EE | $6,466 | $5,548+16.6% | $4,851+33.3% | $6,710-3.6% |
| Admin fee / account holder | $889 | $11,591-92.3% | $8,252-89.2% | $11,403-92.2% |