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 | $159,934+0.5% | $147,005+9.3% | $145,959+10.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 15.94% | 98.24%-82.3pp | 418.76%-402.8pp | 561.95%-546.0pp |
| Employer contribution / active EE | $3,609 | $5,287-31.7% | $4,934-26.9% | $4,661-22.6% |
| Participant deferral / active EE | $11,699 | $8,427+38.8% | $8,070+45.0% | $6,689+74.9% |
| Admin fee / account holder | $14,860 | $15,053-1.3% | $13,006+14.3% | $13,398+10.9% |