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 | $227,458 | $201,272+13.0% | $184,203+23.5% | $145,922+55.9% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 13.20% | 29.00%-15.8pp | 28.81%-15.6pp | 561.29%-548.1pp |
| Employer contribution / active EE | $8,071 | $7,022+14.9% | $6,427+25.6% | $4,660+73.2% |
| Participant deferral / active EE | $13,756 | $9,806+40.3% | $9,131+50.7% | $6,688+105.7% |
| Admin fee / account holder | $15,436 | $16,364-5.7% | $13,901+11.0% | $13,397+15.2% |