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 | $247,268 | $165,335+49.6% | $149,696+65.2% | $158,922+55.6% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | 11.54% | 348.15%-336.6pp | 276.60%-265.1pp | 302.83%-291.3pp |
| Employer contribution / active EE | $5,362 | $5,103+5.1% | $4,644+15.5% | $4,761+12.6% |
| Participant deferral / active EE | $7,397 | $7,181+3.0% | $6,842+8.1% | $5,982+23.7% |
| Admin fee / account holder | $11,650 | $10,807+7.8% | $9,309+25.1% | $11,246+3.6% |