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 | $126,670 | $114,381+10.7% | $107,525+17.8% | $142,382-11.0% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 23.04% | 242.71%-219.7pp | 181.32%-158.3pp | 217.08%-194.0pp |
| Employer contribution / active EE | $2,379 | $4,015-40.7% | $3,754-36.6% | $4,299-44.7% |
| Participant deferral / active EE | $5,357 | $5,564-3.7% | $5,116+4.7% | $6,507-17.7% |
| Admin fee / account holder | $1,938 | $9,860-80.3% | $8,919-78.3% | $12,624-84.6% |