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 | $157,996 | $159,602-1.0% | $150,045+5.3% | $142,382+11.0% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 23.87% | 70.24%-46.4pp | 62.55%-38.7pp | 217.08%-193.2pp |
| Employer contribution / active EE | $4,883 | $4,961-1.6% | $4,693+4.1% | $4,299+13.6% |
| Participant deferral / active EE | $9,181 | $8,310+10.5% | $7,997+14.8% | $6,507+41.1% |
| Admin fee / account holder | $3,439 | $14,846-76.8% | $13,435-74.4% | $12,624-72.8% |