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 | $212,682 | $217,402-2.2% | $185,823+14.5% | $167,490+27.0% |
| Participation rate | 90.9% | 86.0%+4.9pp | 81.7%+9.2pp | 82.1%+8.8pp |
| Annual return | 12.78% | 148.36%-135.6pp | 122.05%-109.3pp | 478.56%-465.8pp |
| Employer contribution / active EE | $1,713 | $5,873-70.8% | $5,167-66.8% | $4,837-64.6% |
| Participant deferral / active EE | $8,509 | $6,356+33.9% | $5,568+52.8% | $6,341+34.2% |
| Admin fee / account holder | $1,173 | $19,811-94.1% | $16,237-92.8% | $12,309-90.5% |