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 | $172,183 | $175,202-1.7% | $149,673+15.0% | $139,434+23.5% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 20.49% | 166.71%-146.2pp | 134.42%-113.9pp | 372.94%-352.5pp |
| Employer contribution / active EE | $3,594 | $5,474-34.4% | $4,818-25.4% | $4,751-24.4% |
| Participant deferral / active EE | $6,391 | $6,519-2.0% | $5,680+12.5% | $6,710-4.8% |
| Admin fee / account holder | $20,606 | $16,150+27.6% | $13,210+56.0% | $11,403+80.7% |