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 | $186,780 | $210,648-11.3% | $177,989+4.9% | $145,922+28.0% |
| Participation rate | 91.3% | 80.8%+10.5pp | 77.1%+14.2pp | 80.3%+11.0pp |
| Annual return | 15.42% | 385.86%-370.4pp | 294.48%-279.1pp | 561.29%-545.9pp |
| Employer contribution / active EE | $3,687 | $4,565-19.2% | $3,949-6.6% | $4,660-20.9% |
| Participant deferral / active EE | $7,955 | $6,958+14.3% | $6,276+26.8% | $6,688+19.0% |
| Admin fee / account holder | $9,667 | $12,013-19.5% | $10,363-6.7% | $13,397-27.8% |