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 | $143,337 | $198,466-27.8% | $170,442-15.9% | $147,584-2.9% |
| Participation rate | 90.9% | 88.0%+2.9pp | 83.6%+7.3pp | 82.8%+8.1pp |
| Annual return | 11.49% | 257.29%-245.8pp | 205.93%-194.4pp | 578.55%-567.1pp |
| Employer contribution / active EE | $6,900 | $6,184+11.6% | $5,433+27.0% | $4,876+41.5% |
| Participant deferral / active EE | $5,443 | $5,629-3.3% | $4,939+10.2% | $5,439+0.1% |
| Admin fee / account holder | $2,500 | $16,852-85.2% | $13,880-82.0% | $10,885-77.0% |