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 | $190,999 | $176,056+8.5% | $159,436+19.8% | $167,490+14.0% |
| Participation rate | 95.2% | 84.9%+10.3pp | 82.8%+12.4pp | 82.1%+13.1pp |
| Annual return | 17.25% | 331.75%-314.5pp | 263.57%-246.3pp | 478.56%-461.3pp |
| Employer contribution / active EE | $3,989 | $5,297-24.7% | $4,829-17.4% | $4,837-17.5% |
| Participant deferral / active EE | $7,302 | $7,750-5.8% | $7,352-0.7% | $6,341+15.2% |
| Admin fee / account holder | $6,463 | $12,554-48.5% | $10,799-40.2% | $12,309-47.5% |