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 | $176,550 | $198,466-11.0% | $170,442+3.6% | $147,584+19.6% |
| Participation rate | 85.0% | 88.0%-3.0pp | 83.6%+1.4pp | 82.8%+2.2pp |
| Annual return | 10.00% | 257.29%-247.3pp | 205.93%-195.9pp | 578.55%-568.5pp |
| Employer contribution / active EE | $18,281 | $6,184+195.6% | $5,433+236.5% | $4,876+274.9% |
| Participant deferral / active EE | $11,258 | $5,629+100.0% | $4,939+127.9% | $5,439+107.0% |
| Admin fee / account holder | $2,182 | $16,852-87.1% | $13,880-84.3% | $10,885-80.0% |