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 | $200,891 | $176,056+14.1% | $159,436+26.0% | $167,490+19.9% |
| Participation rate | 91.3% | 84.9%+6.4pp | 82.8%+8.5pp | 82.1%+9.2pp |
| Annual return | 12.83% | 331.75%-318.9pp | 263.57%-250.7pp | 478.56%-465.7pp |
| Employer contribution / active EE | $11,470 | $5,297+116.5% | $4,829+137.5% | $4,837+137.1% |
| Participant deferral / active EE | $11,029 | $7,750+42.3% | $7,352+50.0% | $6,341+73.9% |
| Admin fee / account holder | $2,828 | $12,554-77.5% | $10,799-73.8% | $12,309-77.0% |