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 | $169,463 | $159,901+6.0% | $146,958+15.3% | $145,922+16.1% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.5pp | 80.3%+4.3pp |
| Annual return | 16.93% | 98.13%-81.2pp | 418.34%-401.4pp | 561.29%-544.4pp |
| Employer contribution / active EE | $4,827 | $5,286-8.7% | $4,933-2.2% | $4,660+3.6% |
| Participant deferral / active EE | $12,607 | $8,428+49.6% | $8,070+56.2% | $6,688+88.5% |
| Admin fee / account holder | $14,354 | $15,044-4.6% | $12,998+10.4% | $13,397+7.1% |