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 | $210,837 | $198,466+6.2% | $170,442+23.7% | $147,584+42.9% |
| Participation rate | 94.7% | 88.0%+6.8pp | 83.6%+11.1pp | 82.8%+11.9pp |
| Annual return | 13.91% | 257.29%-243.4pp | 205.93%-192.0pp | 578.55%-564.6pp |
| Employer contribution / active EE | $6,547 | $6,184+5.9% | $5,433+20.5% | $4,876+34.3% |
| Participant deferral / active EE | $4,212 | $5,629-25.2% | $4,939-14.7% | $5,439-22.6% |
| Admin fee / account holder | $1,471 | $16,852-91.3% | $13,880-89.4% | $10,885-86.5% |