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 | $180,921 | $202,318-10.6% | $172,739+4.7% | $152,861+18.4% |
| Participation rate | 81.8% | 87.1%-5.2pp | 82.6%-0.8pp | 82.4%-0.6pp |
| Annual return | 20.68% | 1029.65%-1009.0pp | 802.84%-782.2pp | 345.32%-324.6pp |
| Employer contribution / active EE | $6,321 | $5,856+7.9% | $5,143+22.9% | $4,762+32.7% |
| Participant deferral / active EE | $7,984 | $5,948+34.2% | $5,198+53.6% | $5,850+36.5% |
| Admin fee / account holder | $12,217 | $17,109-28.6% | $13,954-12.4% | $11,596+5.4% |