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 | $186,499 | $175,202+6.4% | $149,673+24.6% | $139,434+33.8% |
| Participation rate | 94.7% | 83.4%+11.4pp | 78.8%+16.0pp | 80.3%+14.4pp |
| Annual return | 16.32% | 166.71%-150.4pp | 134.42%-118.1pp | 372.94%-356.6pp |
| Employer contribution / active EE | $15,432 | $5,474+181.9% | $4,818+220.3% | $4,751+224.8% |
| Participant deferral / active EE | $11,055 | $6,519+69.6% | $5,680+94.6% | $6,710+64.7% |
| Admin fee / account holder | $3,037 | $16,150-81.2% | $13,210-77.0% | $11,403-73.4% |