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 | $137,219 | $180,449-24.0% | $154,107-11.0% | $135,375+1.4% |
| Participation rate | 93.8% | 87.4%+6.3pp | 83.0%+10.7pp | 82.6%+11.1pp |
| Annual return | 9.50% | 888.09%-878.6pp | 735.12%-725.6pp | 519.73%-510.2pp |
| Employer contribution / active EE | $5,095 | $6,035-15.6% | $5,298-3.8% | $4,779+6.6% |
| Participant deferral / active EE | $6,867 | $5,806+18.3% | $5,081+35.2% | $5,609+22.4% |
| Admin fee / account holder | $5,013 | $16,143-68.9% | $13,411-62.6% | $10,827-53.7% |