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 | $149,920 | $183,519-18.3% | $155,509-3.6% | $145,922+2.7% |
| Participation rate | 95.0% | 82.7%+12.3pp | 78.2%+16.8pp | 80.3%+14.7pp |
| Annual return | 10.24% | 61.17%-50.9pp | 64.67%-54.4pp | 561.29%-551.0pp |
| Employer contribution / active EE | $7,827 | $5,313+47.3% | $4,672+67.5% | $4,660+68.0% |
| Participant deferral / active EE | $7,662 | $6,462+18.6% | $5,626+36.2% | $6,688+14.6% |
| Admin fee / account holder | $3,854 | $19,313-80.0% | $15,912-75.8% | $13,397-71.2% |