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 | $176,043 | $209,411-15.9% | $178,490-1.4% | $158,922+10.8% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 15.99% | 188.75%-172.8pp | 151.07%-135.1pp | 302.83%-286.8pp |
| Employer contribution / active EE | $6,475 | $5,706+13.5% | $5,011+29.2% | $4,761+36.0% |
| Participant deferral / active EE | $2,652 | $5,954-55.5% | $5,202-49.0% | $5,982-55.7% |
| Admin fee / account holder | $9,200 | $17,074-46.1% | $13,984-34.2% | $11,246-18.2% |