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 | $235,407 | $198,466+18.6% | $170,442+38.1% | $147,584+59.5% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 17.03% | 257.29%-240.3pp | 205.93%-188.9pp | 578.55%-561.5pp |
| Employer contribution / active EE | $5,608 | $6,184-9.3% | $5,433+3.2% | $4,876+15.0% |
| Participant deferral / active EE | $6,924 | $5,629+23.0% | $4,939+40.2% | $5,439+27.3% |
| Admin fee / account holder | $534 | $16,852-96.8% | $13,880-96.2% | $10,885-95.1% |