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 | $124,881 | $110,257+13.3% | $96,544+29.4% | $139,434-10.4% |
| Participation rate | 86.4% | 78.1%+8.3pp | 76.0%+10.4pp | 80.3%+6.0pp |
| Annual return | 15.63% | 26.32%-10.7pp | 25.84%-10.2pp | 372.94%-357.3pp |
| Employer contribution / active EE | $3,219 | $3,620-11.1% | $2,965+8.6% | $4,751-32.2% |
| Participant deferral / active EE | $8,485 | $5,548+52.9% | $4,851+74.9% | $6,710+26.4% |
| Admin fee / account holder | $11,101 | $11,591-4.2% | $8,252+34.5% | $11,403-2.6% |