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 | $177,419 | $217,402-18.4% | $185,823-4.5% | $167,490+5.9% |
| Participation rate | 90.0% | 86.0%+4.0pp | 81.7%+8.3pp | 82.1%+7.9pp |
| Annual return | 13.79% | 148.36%-134.6pp | 122.05%-108.3pp | 478.56%-464.8pp |
| Employer contribution / active EE | $8,133 | $5,873+38.5% | $5,167+57.4% | $4,837+68.1% |
| Participant deferral / active EE | $8,767 | $6,356+37.9% | $5,568+57.5% | $6,341+38.3% |
| Admin fee / account holder | $3,197 | $19,811-83.9% | $16,237-80.3% | $12,309-74.0% |