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 | $224,810 | $176,056+27.7% | $159,436+41.0% | $167,490+34.2% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 16.87% | 331.75%-314.9pp | 263.57%-246.7pp | 478.56%-461.7pp |
| Employer contribution / active EE | $977 | $5,297-81.5% | $4,829-79.8% | $4,837-79.8% |
| Participant deferral / active EE | $6,748 | $7,750-12.9% | $7,352-8.2% | $6,341+6.4% |
| Admin fee / account holder | $11,090 | $12,554-11.7% | $10,799+2.7% | $12,309-9.9% |