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 | $167,493 | $209,411-20.0% | $178,490-6.2% | $158,922+5.4% |
| Participation rate | 93.3% | 86.3%+7.0pp | 81.9%+11.4pp | 82.0%+11.4pp |
| Annual return | 16.01% | 188.75%-172.7pp | 151.07%-135.1pp | 302.83%-286.8pp |
| Employer contribution / active EE | $4,919 | $5,706-13.8% | $5,011-1.8% | $4,761+3.3% |
| Participant deferral / active EE | $9,541 | $5,954+60.2% | $5,202+83.4% | $5,982+59.5% |
| Admin fee / account holder | $18,882 | $17,074+10.6% | $13,984+35.0% | $11,246+67.9% |