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 | $177,396 | $176,056+0.8% | $159,436+11.3% | $167,490+5.9% |
| Participation rate | 95.7% | 84.9%+10.7pp | 82.8%+12.8pp | 82.1%+13.5pp |
| Annual return | 10.73% | 331.75%-321.0pp | 263.57%-252.8pp | 478.56%-467.8pp |
| Employer contribution / active EE | $4,348 | $5,297-17.9% | $4,829-10.0% | $4,837-10.1% |
| Participant deferral / active EE | $7,611 | $7,750-1.8% | $7,352+3.5% | $6,341+20.0% |
| Admin fee / account holder | $30,935 | $12,554+146.4% | $10,799+186.5% | $12,309+151.3% |