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 | $156,984 | $175,202-10.4% | $149,673+4.9% | $139,434+12.6% |
| Participation rate | 94.1% | 83.4%+10.7pp | 78.8%+15.4pp | 80.3%+13.8pp |
| Annual return | 20.79% | 166.71%-145.9pp | 134.42%-113.6pp | 372.94%-352.2pp |
| Employer contribution / active EE | $5,378 | $5,474-1.8% | $4,818+11.6% | $4,751+13.2% |
| Participant deferral / active EE | $9,734 | $6,519+49.3% | $5,680+71.4% | $6,710+45.1% |
| Admin fee / account holder | $2,488 | $16,150-84.6% | $13,210-81.2% | $11,403-78.2% |