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 | $224,441 | $217,402+3.2% | $185,823+20.8% | $167,490+34.0% |
| Participation rate | 82.6% | 86.0%-3.4pp | 81.7%+0.9pp | 82.1%+0.5pp |
| Annual return | 12.49% | 148.36%-135.9pp | 122.05%-109.6pp | 478.56%-466.1pp |
| Employer contribution / active EE | $7,679 | $5,873+30.7% | $5,167+48.6% | $4,837+58.7% |
| Participant deferral / active EE | $6,775 | $6,356+6.6% | $5,568+21.7% | $6,341+6.8% |
| Admin fee / account holder | $8,615 | $19,811-56.5% | $16,237-46.9% | $12,309-30.0% |