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 | $136,436 | $159,901-14.7% | $146,958-7.2% | $145,922-6.5% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 14.27% | 98.13%-83.9pp | 418.34%-404.1pp | 561.29%-547.0pp |
| Employer contribution / active EE | $5,579 | $5,286+5.5% | $4,933+13.1% | $4,660+19.7% |
| Participant deferral / active EE | $14,745 | $8,428+74.9% | $8,070+82.7% | $6,688+120.5% |
| Admin fee / account holder | $8,243 | $15,044-45.2% | $12,998-36.6% | $13,397-38.5% |