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 | $191,979 | $176,056+9.0% | $159,436+20.4% | $167,490+14.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.63% | 331.75%-319.1pp | 263.57%-250.9pp | 478.56%-465.9pp |
| Employer contribution / active EE | $8,019 | $5,297+51.4% | $4,829+66.0% | $4,837+65.8% |
| Participant deferral / active EE | $14,212 | $7,750+83.4% | $7,352+93.3% | $6,341+124.1% |
| Admin fee / account holder | $10,313 | $12,554-17.9% | $10,799-4.5% | $12,309-16.2% |