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 | $227,287 | $226,064+0.5% | $182,532+24.5% | $152,861+48.7% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.0%+7.7pp | 82.4%+3.3pp |
| Annual return | 16.60% | 192.51%-175.9pp | 148.54%-131.9pp | 345.32%-328.7pp |
| Employer contribution / active EE | $5,719 | $4,978+14.9% | $4,076+40.3% | $4,762+20.1% |
| Participant deferral / active EE | $7,891 | $6,368+23.9% | $5,524+42.8% | $5,850+34.9% |
| Admin fee / account holder | $25,869 | $10,703+141.7% | $8,592+201.1% | $11,596+123.1% |