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 | $202,547 | $217,402-6.8% | $185,823+9.0% | $167,490+20.9% |
| Participation rate | 88.9% | 86.0%+2.8pp | 81.7%+7.2pp | 82.1%+6.8pp |
| Annual return | 11.89% | 148.36%-136.5pp | 122.05%-110.2pp | 478.56%-466.7pp |
| Employer contribution / active EE | $5,688 | $5,873-3.2% | $5,167+10.1% | $4,837+17.6% |
| Participant deferral / active EE | $6,887 | $6,356+8.4% | $5,568+23.7% | $6,341+8.6% |
| Admin fee / account holder | $3,484 | $19,811-82.4% | $16,237-78.5% | $12,309-71.7% |