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 | $212,212 | $133,922+58.5% | $116,228+82.6% | $142,382+49.0% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.6%+15.4pp | 80.1%+9.9pp |
| Annual return | 14.73% | 147.76%-133.0pp | 90.06%-75.3pp | 217.08%-202.3pp |
| Employer contribution / active EE | $3,290 | $3,446-4.5% | $2,994+9.9% | $4,299-23.5% |
| Participant deferral / active EE | $8,972 | $5,672+58.2% | $4,953+81.1% | $6,507+37.9% |
| Admin fee / account holder | $8,879 | $14,945-40.6% | $11,989-25.9% | $12,624-29.7% |