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 | $249,445 | $165,335+50.9% | $149,696+66.6% | $158,922+57.0% |
| Participation rate | 91.3% | 84.6%+6.7pp | 82.5%+8.8pp | 82.0%+9.3pp |
| Annual return | 15.44% | 348.15%-332.7pp | 276.60%-261.2pp | 302.83%-287.4pp |
| Employer contribution / active EE | $3,537 | $5,103-30.7% | $4,644-23.8% | $4,761-25.7% |
| Participant deferral / active EE | $7,298 | $7,181+1.6% | $6,842+6.7% | $5,982+22.0% |
| Admin fee / account holder | $1,794 | $10,807-83.4% | $9,309-80.7% | $11,246-84.0% |