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 | $165,831 | $137,414+20.7% | $189,513-12.5% | $85,850+93.2% |
| Participation rate | 88.0% | 84.6%+3.4pp | 87.8%+0.2pp | 69.3%+18.7pp |
| Annual return | 16.42% | 38.14%-21.7pp | 555.15%-538.7pp | 318.53%-302.1pp |
| Employer contribution / active EE | $5,647 | $4,344+30.0% | $6,162-8.3% | $2,565+120.2% |
| Participant deferral / active EE | $12,971 | $6,260+107.2% | $8,221+57.8% | $3,952+228.2% |
| Admin fee / account holder | $9,903 | $8,630+14.8% | $12,045-17.8% | $6,260+58.2% |