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 | $127,026 | $111,535+13.9% | $105,223+20.7% | $137,256-7.5% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.0%+13.8pp | 80.0%+8.9pp |
| Annual return | 15.72% | 237.85%-222.1pp | 180.65%-164.9pp | 220.34%-204.6pp |
| Employer contribution / active EE | $4,374 | $3,939+11.0% | $3,689+18.6% | $4,156+5.2% |
| Participant deferral / active EE | $6,951 | $5,500+26.4% | $5,072+37.1% | $6,407+8.5% |
| Admin fee / account holder | $9,933 | $9,721+2.2% | $8,859+12.1% | $12,270-19.0% |