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 | $167,134 | $165,335+1.1% | $149,696+11.6% | $158,922+5.2% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 11.06% | 348.15%-337.1pp | 276.60%-265.5pp | 302.83%-291.8pp |
| Employer contribution / active EE | $6,374 | $5,103+24.9% | $4,644+37.2% | $4,761+33.9% |
| Participant deferral / active EE | $7,856 | $7,181+9.4% | $6,842+14.8% | $5,982+31.3% |
| Admin fee / account holder | $14,720 | $10,807+36.2% | $9,309+58.1% | $11,246+30.9% |