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 | $185,629 | $175,202+6.0% | $149,673+24.0% | $139,434+33.1% |
| Participation rate | 89.5% | 83.4%+6.1pp | 78.8%+10.7pp | 80.3%+9.2pp |
| Annual return | 13.01% | 166.71%-153.7pp | 134.42%-121.4pp | 372.94%-359.9pp |
| Employer contribution / active EE | $1,248 | $5,474-77.2% | $4,818-74.1% | $4,751-73.7% |
| Participant deferral / active EE | $5,537 | $6,519-15.1% | $5,680-2.5% | $6,710-17.5% |
| Admin fee / account holder | $29,323 | $16,150+81.6% | $13,210+122.0% | $11,403+157.2% |