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 | $208,062 | $176,056+18.2% | $159,436+30.5% | $167,490+24.2% |
| Participation rate | 94.4% | 84.9%+9.5pp | 82.8%+11.6pp | 82.1%+12.3pp |
| Annual return | 31.14% | 331.75%-300.6pp | 263.57%-232.4pp | 478.56%-447.4pp |
| Employer contribution / active EE | $1,581 | $5,297-70.2% | $4,829-67.3% | $4,837-67.3% |
| Participant deferral / active EE | $8,265 | $7,750+6.6% | $7,352+12.4% | $6,341+30.3% |
| Admin fee / account holder | $3,925 | $12,554-68.7% | $10,799-63.7% | $12,309-68.1% |