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 | $228,479 | $209,832+8.9% | $189,513+20.6% | $167,490+36.4% |
| Participation rate | 88.2% | 88.7%-0.4pp | 87.8%+0.4pp | 82.1%+6.1pp |
| Annual return | 13.28% | 748.27%-735.0pp | 555.15%-541.9pp | 478.56%-465.3pp |
| Employer contribution / active EE | $6,210 | $6,914-10.2% | $6,162+0.8% | $4,837+28.4% |
| Participant deferral / active EE | $6,992 | $8,935-21.7% | $8,221-14.9% | $6,341+10.3% |
| Admin fee / account holder | $2,647 | $14,293-81.5% | $12,045-78.0% | $12,309-78.5% |