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 | $184,064 | $183,519+0.3% | $155,509+18.4% | $145,922+26.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.19% | 61.17%-50.0pp | 64.67%-53.5pp | 561.29%-550.1pp |
| Employer contribution / active EE | $5,265 | $5,313-0.9% | $4,672+12.7% | $4,660+13.0% |
| Participant deferral / active EE | $8,456 | $6,462+30.8% | $5,626+50.3% | $6,688+26.4% |
| Admin fee / account holder | $965 | $19,313-95.0% | $15,912-93.9% | $13,397-92.8% |