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 | $190,662 | $165,335+15.3% | $149,696+27.4% | $158,922+20.0% |
| Participation rate | 95.0% | 84.6%+10.4pp | 82.5%+12.5pp | 82.0%+13.0pp |
| Annual return | 16.99% | 348.15%-331.2pp | 276.60%-259.6pp | 302.83%-285.8pp |
| Employer contribution / active EE | $4,205 | $5,103-17.6% | $4,644-9.5% | $4,761-11.7% |
| Participant deferral / active EE | $11,189 | $7,181+55.8% | $6,842+63.5% | $5,982+87.0% |
| Admin fee / account holder | $2,374 | $10,807-78.0% | $9,309-74.5% | $11,246-78.9% |