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 | $162,102 | $198,466-18.3% | $170,442-4.9% | $147,584+9.8% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 13.48% | 257.29%-243.8pp | 205.93%-192.4pp | 578.55%-565.1pp |
| Employer contribution / active EE | $11,783 | $6,184+90.6% | $5,433+116.9% | $4,876+141.6% |
| Participant deferral / active EE | $5,375 | $5,629-4.5% | $4,939+8.8% | $5,439-1.2% |
| Admin fee / account holder | $3,050 | $16,852-81.9% | $13,880-78.0% | $10,885-72.0% |