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 | $101,990 | $95,803+6.5% | $113,168-9.9% | $84,808+20.3% |
| Participation rate | 89.7% | 72.9%+16.8pp | 76.6%+13.1pp | 68.3%+21.3pp |
| Annual return | 31764.54% | 25.00%+31739.5pp | 24.27%+31740.3pp | 40.90%+31723.6pp |
| Employer contribution / active EE | $3,149 | $2,360+33.4% | $2,975+5.8% | $2,631+19.7% |
| Participant deferral / active EE | $4,234 | $4,242-0.2% | $5,107-17.1% | $4,212+0.5% |
| Admin fee / account holder | $9,160 | $8,989+1.9% | $12,068-24.1% | $7,344+24.7% |