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 | $160,715 | $159,901+0.5% | $146,958+9.4% | $145,922+10.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 15.94% | 98.13%-82.2pp | 418.34%-402.4pp | 561.29%-545.3pp |
| Employer contribution / active EE | $3,609 | $5,286-31.7% | $4,933-26.8% | $4,660-22.5% |
| Participant deferral / active EE | $11,699 | $8,428+38.8% | $8,070+45.0% | $6,688+74.9% |
| Admin fee / account holder | $14,860 | $15,044-1.2% | $12,998+14.3% | $13,397+10.9% |