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 | $238,936 | $217,402+9.9% | $185,823+28.6% | $167,490+42.7% |
| Participation rate | 90.0% | 86.0%+4.0pp | 81.7%+8.3pp | 82.1%+7.9pp |
| Annual return | 14.38% | 148.36%-134.0pp | 122.05%-107.7pp | 478.56%-464.2pp |
| Employer contribution / active EE | $6,451 | $5,873+9.8% | $5,167+24.9% | $4,837+33.4% |
| Participant deferral / active EE | $6,457 | $6,356+1.6% | $5,568+16.0% | $6,341+1.8% |
| Admin fee / account holder | $321 | $19,811-98.4% | $16,237-98.0% | $12,309-97.4% |