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 | $205,345 | $203,436+0.9% | $152,466+34.7% | $167,490+22.6% |
| Participation rate | 92.3% | 82.3%+10.0pp | 78.2%+14.1pp | 82.1%+10.2pp |
| Annual return | 14.28% | 13.80%+0.5pp | 757.33%-743.1pp | 478.56%-464.3pp |
| Employer contribution / active EE | $17,121 | $5,220+228.0% | $4,327+295.7% | $4,837+253.9% |
| Participant deferral / active EE | $7,724 | $6,716+15.0% | $5,820+32.7% | $6,341+21.8% |
| Admin fee / account holder | $1,162 | $22,506-94.8% | $15,805-92.7% | $12,309-90.6% |