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 | $169,537 | $160,055+5.9% | $140,016+21.1% | $135,375+25.2% |
| Participation rate | 95.7% | 88.5%+7.1pp | 87.5%+8.2pp | 82.6%+13.0pp |
| Annual return | -0.82% | 911.38%-912.2pp | 651.12%-651.9pp | 519.73%-520.6pp |
| Employer contribution / active EE | $3,484 | $6,420-45.7% | $5,606-37.8% | $4,779-27.1% |
| Participant deferral / active EE | $5,000 | $7,642-34.6% | $6,927-27.8% | $5,609-10.9% |
| Admin fee / account holder | $8,735 | $13,328-34.5% | $10,705-18.4% | $10,827-19.3% |