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 | $196,919 | $175,202+12.4% | $149,673+31.6% | $139,434+41.2% |
| Participation rate | 82.4% | 83.4%-1.0pp | 78.8%+3.6pp | 80.3%+2.0pp |
| Annual return | 15.98% | 166.71%-150.7pp | 134.42%-118.4pp | 372.94%-357.0pp |
| Employer contribution / active EE | $1,285 | $5,474-76.5% | $4,818-73.3% | $4,751-73.0% |
| Participant deferral / active EE | $3,914 | $6,519-40.0% | $5,680-31.1% | $6,710-41.7% |
| Admin fee / account holder | $933 | $16,150-94.2% | $13,210-92.9% | $11,403-91.8% |