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 | $225,618 | $176,056+28.2% | $159,436+41.5% | $167,490+34.7% |
| Participation rate | 95.0% | 84.9%+10.1pp | 82.8%+12.2pp | 82.1%+12.9pp |
| Annual return | 11.01% | 331.75%-320.7pp | 263.57%-252.6pp | 478.56%-467.5pp |
| Employer contribution / active EE | $3,433 | $5,297-35.2% | $4,829-28.9% | $4,837-29.0% |
| Participant deferral / active EE | $9,991 | $7,750+28.9% | $7,352+35.9% | $6,341+57.5% |
| Admin fee / account holder | $7,803 | $12,554-37.8% | $10,799-27.7% | $12,309-36.6% |