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 | $208,753 | $210,698-0.9% | $178,014+17.3% | $145,959+43.0% |
| Participation rate | 92.9% | 80.8%+12.1pp | 77.1%+15.8pp | 80.3%+12.6pp |
| Annual return | 13.27% | 386.27%-373.0pp | 294.80%-281.5pp | 561.95%-548.7pp |
| Employer contribution / active EE | $8,252 | $4,567+80.7% | $3,950+108.9% | $4,661+77.1% |
| Participant deferral / active EE | $13,168 | $6,958+89.2% | $6,276+109.8% | $6,689+96.9% |
| Admin fee / account holder | $2,711 | $12,016-77.4% | $10,362-73.8% | $13,398-79.8% |