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 | $159,963 | $202,432-21.0% | $169,368-5.6% | $139,434+14.7% |
| Participation rate | 73.3% | 81.1%-7.7pp | 77.1%-3.8pp | 80.3%-7.0pp |
| Annual return | 17.48% | 531.74%-514.3pp | 405.60%-388.1pp | 372.94%-355.5pp |
| Employer contribution / active EE | $3,583 | $4,692-23.7% | $4,013-10.7% | $4,751-24.6% |
| Participant deferral / active EE | $10,464 | $6,938+50.8% | $6,221+68.2% | $6,710+55.9% |
| Admin fee / account holder | $32,867 | $10,708+206.9% | $9,003+265.1% | $11,403+188.2% |