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 | $191,899 | $176,056+9.0% | $159,436+20.4% | $167,490+14.6% |
| Participation rate | 88.9% | 84.9%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 23.99% | 331.75%-307.8pp | 263.57%-239.6pp | 478.56%-454.6pp |
| Employer contribution / active EE | $8,344 | $5,297+57.5% | $4,829+72.8% | $4,837+72.5% |
| Participant deferral / active EE | $3,916 | $7,750-49.5% | $7,352-46.7% | $6,341-38.2% |
| Admin fee / account holder | $12,002 | $12,554-4.4% | $10,799+11.1% | $12,309-2.5% |