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 | $166,329 | $165,335+0.6% | $149,696+11.1% | $158,922+4.7% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 15.65% | 348.15%-332.5pp | 276.60%-260.9pp | 302.83%-287.2pp |
| Employer contribution / active EE | $8,365 | $5,103+63.9% | $4,644+80.1% | $4,761+75.7% |
| Participant deferral / active EE | $11,298 | $7,181+57.3% | $6,842+65.1% | $5,982+88.9% |
| Admin fee / account holder | $5,451 | $10,807-49.6% | $9,309-41.4% | $11,246-51.5% |