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 | $181,185 | $175,202+3.4% | $149,673+21.1% | $139,434+29.9% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 13.14% | 166.71%-153.6pp | 134.42%-121.3pp | 372.94%-359.8pp |
| Employer contribution / active EE | $7,181 | $5,474+31.2% | $4,818+49.1% | $4,751+51.2% |
| Participant deferral / active EE | $16,077 | $6,519+146.6% | $5,680+183.0% | $6,710+139.6% |
| Admin fee / account holder | $3,206 | $16,150-80.1% | $13,210-75.7% | $11,403-71.9% |