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 | $186,155 | $198,466-6.2% | $170,442+9.2% | $147,584+26.1% |
| Participation rate | 89.5% | 88.0%+1.5pp | 83.6%+5.9pp | 82.8%+6.6pp |
| Annual return | 11.49% | 257.29%-245.8pp | 205.93%-194.4pp | 578.55%-567.1pp |
| Employer contribution / active EE | $7,702 | $6,184+24.6% | $5,433+41.8% | $4,876+57.9% |
| Participant deferral / active EE | $3,778 | $5,629-32.9% | $4,939-23.5% | $5,439-30.5% |
| Admin fee / account holder | $3,062 | $16,852-81.8% | $13,880-77.9% | $10,885-71.9% |