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 | $223,987 | $209,411+7.0% | $178,490+25.5% | $158,922+40.9% |
| Participation rate | 91.7% | 86.3%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 17.13% | 188.75%-171.6pp | 151.07%-133.9pp | 302.83%-285.7pp |
| Employer contribution / active EE | $11,746 | $5,706+105.8% | $5,011+134.4% | $4,761+146.7% |
| Participant deferral / active EE | $9,887 | $5,954+66.0% | $5,202+90.1% | $5,982+65.3% |
| Admin fee / account holder | $3,435 | $17,074-79.9% | $13,984-75.4% | $11,246-69.5% |