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 | $213,927 | $175,202+22.1% | $149,673+42.9% | $139,434+53.4% |
| Participation rate | 90.5% | 83.4%+7.1pp | 78.8%+11.7pp | 80.3%+10.2pp |
| Annual return | 21.83% | 166.71%-144.9pp | 134.42%-112.6pp | 372.94%-351.1pp |
| Employer contribution / active EE | $6,221 | $5,474+13.6% | $4,818+29.1% | $4,751+30.9% |
| Participant deferral / active EE | $4,062 | $6,519-37.7% | $5,680-28.5% | $6,710-39.5% |
| Admin fee / account holder | $1,171 | $16,150-92.7% | $13,210-91.1% | $11,403-89.7% |