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 | $173,377 | $176,056-1.5% | $159,436+8.7% | $167,490+3.5% |
| Participation rate | 90.9% | 84.9%+6.0pp | 82.8%+8.1pp | 82.1%+8.8pp |
| Annual return | 12.32% | 331.75%-319.4pp | 263.57%-251.3pp | 478.56%-466.2pp |
| Employer contribution / active EE | $9,080 | $5,297+71.4% | $4,829+88.0% | $4,837+87.7% |
| Participant deferral / active EE | $8,513 | $7,750+9.8% | $7,352+15.8% | $6,341+34.2% |
| Admin fee / account holder | $3,679 | $12,554-70.7% | $10,799-65.9% | $12,309-70.1% |