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 | $193,129 | $183,519+5.2% | $155,509+24.2% | $145,922+32.4% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 13.12% | 61.17%-48.0pp | 64.67%-51.5pp | 561.29%-548.2pp |
| Employer contribution / active EE | $1,385 | $5,313-73.9% | $4,672-70.4% | $4,660-70.3% |
| Participant deferral / active EE | $16,415 | $6,462+154.0% | $5,626+191.8% | $6,688+145.5% |
| Admin fee / account holder | $18,666 | $19,313-3.4% | $15,912+17.3% | $13,397+39.3% |