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 | $189,582 | $217,402-12.8% | $185,823+2.0% | $167,490+13.2% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 10.75% | 148.36%-137.6pp | 122.05%-111.3pp | 478.56%-467.8pp |
| Employer contribution / active EE | $9,176 | $5,873+56.2% | $5,167+77.6% | $4,837+89.7% |
| Participant deferral / active EE | $8,887 | $6,356+39.8% | $5,568+59.6% | $6,341+40.1% |
| Admin fee / account holder | $386 | $19,811-98.0% | $16,237-97.6% | $12,309-96.9% |