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 | $228,990 | $176,056+30.1% | $159,436+43.6% | $167,490+36.7% |
| Participation rate | 90.0% | 84.9%+5.1pp | 82.8%+7.2pp | 82.1%+7.9pp |
| Annual return | 16.71% | 331.75%-315.0pp | 263.57%-246.9pp | 478.56%-461.8pp |
| Employer contribution / active EE | $6,382 | $5,297+20.5% | $4,829+32.1% | $4,837+31.9% |
| Participant deferral / active EE | $9,525 | $7,750+22.9% | $7,352+29.6% | $6,341+50.2% |
| Admin fee / account holder | $1,840 | $12,554-85.3% | $10,799-83.0% | $12,309-85.1% |