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 | $244,892 | $209,832+16.7% | $189,513+29.2% | $167,490+46.2% |
| Participation rate | 92.3% | 88.7%+3.6pp | 87.8%+4.5pp | 82.1%+10.2pp |
| Annual return | 15.37% | 748.27%-732.9pp | 555.15%-539.8pp | 478.56%-463.2pp |
| Employer contribution / active EE | $10,038 | $6,914+45.2% | $6,162+62.9% | $4,837+107.5% |
| Participant deferral / active EE | $9,165 | $8,935+2.6% | $8,221+11.5% | $6,341+44.5% |
| Admin fee / account holder | $4,666 | $14,293-67.4% | $12,045-61.3% | $12,309-62.1% |