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 | $232,904 | $165,335+40.9% | $149,696+55.6% | $158,922+46.6% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 15.71% | 348.15%-332.4pp | 276.60%-260.9pp | 302.83%-287.1pp |
| Employer contribution / active EE | $5,600 | $5,103+9.7% | $4,644+20.6% | $4,761+17.6% |
| Participant deferral / active EE | $7,309 | $7,181+1.8% | $6,842+6.8% | $5,982+22.2% |
| Admin fee / account holder | $30,897 | $10,807+185.9% | $9,309+231.9% | $11,246+174.7% |