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 | $205,697 | $197,591+4.1% | $177,821+15.7% | $158,922+29.4% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.7%+3.2pp | 82.0%+9.0pp |
| Annual return | 11.81% | 58.76%-46.9pp | 48.32%-36.5pp | 302.83%-291.0pp |
| Employer contribution / active EE | $6,840 | $6,697+2.1% | $5,918+15.6% | $4,761+43.7% |
| Participant deferral / active EE | $17,174 | $8,405+104.3% | $7,714+122.6% | $5,982+187.1% |
| Admin fee / account holder | $38,625 | $15,399+150.8% | $12,427+210.8% | $11,246+243.5% |