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 | $192,909 | $183,519+5.1% | $155,509+24.1% | $145,922+32.2% |
| Participation rate | 86.4% | 82.7%+3.7pp | 78.2%+8.2pp | 80.3%+6.1pp |
| Annual return | 11.23% | 61.17%-49.9pp | 64.67%-53.4pp | 561.29%-550.1pp |
| Employer contribution / active EE | $3,704 | $5,313-30.3% | $4,672-20.7% | $4,660-20.5% |
| Participant deferral / active EE | $5,769 | $6,462-10.7% | $5,626+2.5% | $6,688-13.7% |
| Admin fee / account holder | $15,521 | $19,313-19.6% | $15,912-2.5% | $13,397+15.9% |