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 | $219,557 | $202,432+8.5% | $169,368+29.6% | $139,434+57.5% |
| Participation rate | 92.3% | 81.1%+11.2pp | 77.1%+15.2pp | 80.3%+12.0pp |
| Annual return | 16.29% | 531.74%-515.4pp | 405.60%-389.3pp | 372.94%-356.7pp |
| Employer contribution / active EE | $4,452 | $4,692-5.1% | $4,013+10.9% | $4,751-6.3% |
| Participant deferral / active EE | $7,747 | $6,938+11.7% | $6,221+24.5% | $6,710+15.4% |
| Admin fee / account holder | $703 | $10,708-93.4% | $9,003-92.2% | $11,403-93.8% |