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 | $239,567 | $176,056+36.1% | $159,436+50.3% | $167,490+43.0% |
| Participation rate | 90.9% | 84.9%+6.0pp | 82.8%+8.1pp | 82.1%+8.8pp |
| Annual return | 11.93% | 331.75%-319.8pp | 263.57%-251.6pp | 478.56%-466.6pp |
| Employer contribution / active EE | $4,879 | $5,297-7.9% | $4,829+1.0% | $4,837+0.9% |
| Participant deferral / active EE | $9,053 | $7,750+16.8% | $7,352+23.1% | $6,341+42.8% |
| Admin fee / account holder | $3,392 | $12,554-73.0% | $10,799-68.6% | $12,309-72.4% |