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 | $232,189 | $176,056+31.9% | $159,436+45.6% | $167,490+38.6% |
| Participation rate | 95.8% | 84.9%+10.9pp | 82.8%+13.0pp | 82.1%+13.7pp |
| Annual return | 15.90% | 331.75%-315.8pp | 263.57%-247.7pp | 478.56%-462.7pp |
| Employer contribution / active EE | $4,582 | $5,297-13.5% | $4,829-5.1% | $4,837-5.3% |
| Participant deferral / active EE | $11,658 | $7,750+50.4% | $7,352+58.6% | $6,341+83.8% |
| Admin fee / account holder | $2,964 | $12,554-76.4% | $10,799-72.6% | $12,309-75.9% |