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 | $156,971 | $159,934-1.9% | $147,005+6.8% | $145,959+7.5% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 17.87% | 98.24%-80.4pp | 418.76%-400.9pp | 561.95%-544.1pp |
| Employer contribution / active EE | $5,227 | $5,287-1.1% | $4,934+5.9% | $4,661+12.1% |
| Participant deferral / active EE | $7,539 | $8,427-10.5% | $8,070-6.6% | $6,689+12.7% |
| Admin fee / account holder | $4,199 | $15,053-72.1% | $13,006-67.7% | $13,398-68.7% |