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 | $165,614 | $157,256+5.3% | $141,162+17.3% | $152,861+8.3% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.4%+8.5pp |
| Annual return | 19.43% | 64.32%-44.9pp | 71.39%-52.0pp | 345.32%-325.9pp |
| Employer contribution / active EE | $7,717 | $5,261+46.7% | $4,735+63.0% | $4,762+62.0% |
| Participant deferral / active EE | $7,631 | $7,109+7.3% | $6,709+13.7% | $5,850+30.4% |
| Admin fee / account holder | $12,571 | $12,120+3.7% | $10,261+22.5% | $11,596+8.4% |