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 | $243,952 | $209,411+16.5% | $178,490+36.7% | $158,922+53.5% |
| Participation rate | 91.7% | 86.3%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 19.64% | 188.75%-169.1pp | 151.07%-131.4pp | 302.83%-283.2pp |
| Employer contribution / active EE | $8,130 | $5,706+42.5% | $5,011+62.3% | $4,761+70.8% |
| Participant deferral / active EE | $6,969 | $5,954+17.0% | $5,202+34.0% | $5,982+16.5% |
| Admin fee / account holder | $3,299 | $17,074-80.7% | $13,984-76.4% | $11,246-70.7% |