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 | $180,070 | $165,335+8.9% | $149,696+20.3% | $158,922+13.3% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 10.93% | 348.15%-337.2pp | 276.60%-265.7pp | 302.83%-291.9pp |
| Employer contribution / active EE | $2,142 | $5,103-58.0% | $4,644-53.9% | $4,761-55.0% |
| Participant deferral / active EE | $7,289 | $7,181+1.5% | $6,842+6.5% | $5,982+21.8% |
| Admin fee / account holder | $1,404 | $10,807-87.0% | $9,309-84.9% | $11,246-87.5% |