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 | $225,140 | $165,335+36.2% | $149,696+50.4% | $158,922+41.7% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 10.24% | 348.15%-337.9pp | 276.60%-266.4pp | 302.83%-292.6pp |
| Employer contribution / active EE | $6,405 | $5,103+25.5% | $4,644+37.9% | $4,761+34.5% |
| Participant deferral / active EE | $8,160 | $7,181+13.6% | $6,842+19.3% | $5,982+36.4% |
| Admin fee / account holder | $123,514 | $10,807+1043.0% | $9,309+1226.9% | $11,246+998.3% |