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 | $150,922 | $148,534+1.6% | $135,903+11.1% | $139,434+8.2% |
| Participation rate | 94.7% | 83.9%+10.9pp | 81.9%+12.8pp | 80.3%+14.4pp |
| Annual return | 17.44% | 79.19%-61.8pp | 68.23%-50.8pp | 372.94%-355.5pp |
| Employer contribution / active EE | $12,163 | $5,243+132.0% | $4,856+150.5% | $4,751+156.0% |
| Participant deferral / active EE | $7,424 | $8,100-8.3% | $7,758-4.3% | $6,710+10.6% |
| Admin fee / account holder | $1,170 | $12,400-90.6% | $10,762-89.1% | $11,403-89.7% |