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 | $169,750 | $159,934+6.1% | $147,005+15.5% | $145,959+16.3% |
| Participation rate | 72.2% | 84.0%-11.8pp | 82.2%-9.9pp | 80.3%-8.1pp |
| Annual return | 12.95% | 98.24%-85.3pp | 418.76%-405.8pp | 561.95%-549.0pp |
| Employer contribution / active EE | $7,957 | $5,287+50.5% | $4,934+61.3% | $4,661+70.7% |
| Participant deferral / active EE | $15,449 | $8,427+83.3% | $8,070+91.4% | $6,689+131.0% |
| Admin fee / account holder | $4,861 | $15,053-67.7% | $13,006-62.6% | $13,398-63.7% |