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 | $177,745 | $176,056+1.0% | $159,436+11.5% | $167,490+6.1% |
| Participation rate | 93.8% | 84.9%+8.8pp | 82.8%+10.9pp | 82.1%+11.6pp |
| Annual return | 12.73% | 331.75%-319.0pp | 263.57%-250.8pp | 478.56%-465.8pp |
| Employer contribution / active EE | $10,271 | $5,297+93.9% | $4,829+112.7% | $4,837+112.3% |
| Participant deferral / active EE | $8,754 | $7,750+13.0% | $7,352+19.1% | $6,341+38.0% |
| Admin fee / account holder | $3,378 | $12,554-73.1% | $10,799-68.7% | $12,309-72.6% |