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 | $211,157 | $209,411+0.8% | $178,490+18.3% | $158,922+32.9% |
| Participation rate | 84.2% | 86.3%-2.1pp | 81.9%+2.3pp | 82.0%+2.3pp |
| Annual return | 9.98% | 188.75%-178.8pp | 151.07%-141.1pp | 302.83%-292.8pp |
| Employer contribution / active EE | $8,064 | $5,706+41.3% | $5,011+60.9% | $4,761+69.4% |
| Participant deferral / active EE | $5,192 | $5,954-12.8% | $5,202-0.2% | $5,982-13.2% |
| Admin fee / account holder | $1,567 | $17,074-90.8% | $13,984-88.8% | $11,246-86.1% |