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 | $216,177 | $214,378+0.8% | $200,582+7.8% | $142,382+51.8% |
| Participation rate | 86.7% | 87.4%-0.8pp | 86.9%-0.2pp | 80.1%+6.5pp |
| Annual return | 11.95% | 46.41%-34.5pp | 42.33%-30.4pp | 217.08%-205.1pp |
| Employer contribution / active EE | $6,250 | $6,841-8.6% | $6,419-2.6% | $4,299+45.4% |
| Participant deferral / active EE | $6,451 | $9,865-34.6% | $9,331-30.9% | $6,507-0.9% |
| Admin fee / account holder | $54,162 | $17,692+206.1% | $16,305+232.2% | $12,624+329.0% |