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 | $190,465 | $165,335+15.2% | $149,696+27.2% | $158,922+19.8% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 20.38% | 348.15%-327.8pp | 276.60%-256.2pp | 302.83%-282.4pp |
| Employer contribution / active EE | $2,660 | $5,103-47.9% | $4,644-42.7% | $4,761-44.1% |
| Participant deferral / active EE | $7,900 | $7,181+10.0% | $6,842+15.5% | $5,982+32.1% |
| Admin fee / account holder | $628 | $10,807-94.2% | $9,309-93.3% | $11,246-94.4% |