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 | $159,775 | $159,901-0.1% | $146,958+8.7% | $145,922+9.5% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 14.25% | 98.13%-83.9pp | 418.34%-404.1pp | 561.29%-547.0pp |
| Employer contribution / active EE | $2,076 | $5,286-60.7% | $4,933-57.9% | $4,660-55.4% |
| Participant deferral / active EE | $12,009 | $8,428+42.5% | $8,070+48.8% | $6,688+79.6% |
| Admin fee / account holder | $6,752 | $15,044-55.1% | $12,998-48.1% | $13,397-49.6% |