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 | $162,231 | $165,335-1.9% | $149,696+8.4% | $158,922+2.1% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 17.63% | 348.15%-330.5pp | 276.60%-259.0pp | 302.83%-285.2pp |
| Employer contribution / active EE | $7,872 | $5,103+54.3% | $4,644+69.5% | $4,761+65.3% |
| Participant deferral / active EE | $6,806 | $7,181-5.2% | $6,842-0.5% | $5,982+13.8% |
| Admin fee / account holder | $18,125 | $10,807+67.7% | $9,309+94.7% | $11,246+61.2% |