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 | $248,414 | $176,056+41.1% | $159,436+55.8% | $167,490+48.3% |
| Participation rate | 90.9% | 84.9%+6.0pp | 82.8%+8.1pp | 82.1%+8.8pp |
| Annual return | 12.67% | 331.75%-319.1pp | 263.57%-250.9pp | 478.56%-465.9pp |
| Employer contribution / active EE | $5,146 | $5,297-2.8% | $4,829+6.6% | $4,837+6.4% |
| Participant deferral / active EE | $12,612 | $7,750+62.7% | $7,352+71.5% | $6,341+98.9% |
| Admin fee / account holder | $17,112 | $12,554+36.3% | $10,799+58.5% | $12,309+39.0% |