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 | $225,967 | $175,202+29.0% | $149,673+51.0% | $139,434+62.1% |
| Participation rate | 86.4% | 83.4%+3.0pp | 78.8%+7.6pp | 80.3%+6.0pp |
| Annual return | 13.23% | 166.71%-153.5pp | 134.42%-121.2pp | 372.94%-359.7pp |
| Employer contribution / active EE | $5,722 | $5,474+4.5% | $4,818+18.8% | $4,751+20.4% |
| Participant deferral / active EE | $4,107 | $6,519-37.0% | $5,680-27.7% | $6,710-38.8% |
| Admin fee / account holder | $17,999 | $16,150+11.4% | $13,210+36.3% | $11,403+57.9% |