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 | $174,702 | $165,335+5.7% | $149,696+16.7% | $158,922+9.9% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 15.33% | 348.15%-332.8pp | 276.60%-261.3pp | 302.83%-287.5pp |
| Employer contribution / active EE | $6,793 | $5,103+33.1% | $4,644+46.3% | $4,761+42.7% |
| Participant deferral / active EE | $10,328 | $7,181+43.8% | $6,842+51.0% | $5,982+72.6% |
| Admin fee / account holder | $12,720 | $10,807+17.7% | $9,309+36.6% | $11,246+13.1% |