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 | $211,412 | $198,466+6.5% | $170,442+24.0% | $147,584+43.2% |
| Participation rate | 94.4% | 88.0%+6.5pp | 83.6%+10.8pp | 82.8%+11.6pp |
| Annual return | 12.19% | 257.29%-245.1pp | 205.93%-193.7pp | 578.55%-566.4pp |
| Employer contribution / active EE | $6,947 | $6,184+12.3% | $5,433+27.9% | $4,876+42.5% |
| Participant deferral / active EE | $7,129 | $5,629+26.6% | $4,939+44.3% | $5,439+31.1% |
| Admin fee / account holder | $99,652 | $16,852+491.3% | $13,880+617.9% | $10,885+815.5% |