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 | $231,658 | $226,064+2.5% | $182,532+26.9% | $152,861+51.5% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.0%+2.0pp | 82.4%-2.4pp |
| Annual return | 27.82% | 192.51%-164.7pp | 148.54%-120.7pp | 345.32%-317.5pp |
| Employer contribution / active EE | $4,204 | $4,978-15.6% | $4,076+3.1% | $4,762-11.7% |
| Participant deferral / active EE | $9,430 | $6,368+48.1% | $5,524+70.7% | $5,850+61.2% |
| Admin fee / account holder | $10,824 | $10,703+1.1% | $8,592+26.0% | $11,596-6.7% |