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 | $178,271 | $165,335+7.8% | $149,696+19.1% | $158,922+12.2% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 16.48% | 348.15%-331.7pp | 276.60%-260.1pp | 302.83%-286.3pp |
| Employer contribution / active EE | $6,036 | $5,103+18.3% | $4,644+30.0% | $4,761+26.8% |
| Participant deferral / active EE | $10,489 | $7,181+46.1% | $6,842+53.3% | $5,982+75.3% |
| Admin fee / account holder | $771 | $10,807-92.9% | $9,309-91.7% | $11,246-93.1% |