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 | $218,908 | $214,378+2.1% | $200,582+9.1% | $142,382+53.7% |
| Participation rate | 92.9% | 87.4%+5.4pp | 86.9%+6.0pp | 80.1%+12.7pp |
| Annual return | 18.53% | 46.41%-27.9pp | 42.33%-23.8pp | 217.08%-198.5pp |
| Employer contribution / active EE | $4,905 | $6,841-28.3% | $6,419-23.6% | $4,299+14.1% |
| Participant deferral / active EE | $10,351 | $9,865+4.9% | $9,331+10.9% | $6,507+59.1% |
| Admin fee / account holder | $4,663 | $17,692-73.6% | $16,305-71.4% | $12,624-63.1% |