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 | $194,364 | $176,056+10.4% | $159,436+21.9% | $167,490+16.0% |
| Participation rate | 93.8% | 84.9%+8.8pp | 82.8%+10.9pp | 82.1%+11.6pp |
| Annual return | 13.93% | 331.75%-317.8pp | 263.57%-249.6pp | 478.56%-464.6pp |
| Employer contribution / active EE | $1,125 | $5,297-78.8% | $4,829-76.7% | $4,837-76.7% |
| Participant deferral / active EE | $11,995 | $7,750+54.8% | $7,352+63.2% | $6,341+89.2% |
| Admin fee / account holder | $132,226 | $12,554+953.3% | $10,799+1124.5% | $12,309+974.2% |