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 | $163,904 | $165,984-1.3% | $164,813-0.6% | $145,922+12.3% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.6%+13.1pp | 80.3%+11.4pp |
| Annual return | 11.04% | 100.03%-89.0pp | 69.93%-58.9pp | 561.29%-550.2pp |
| Employer contribution / active EE | $9,167 | $5,273+73.8% | $4,341+111.2% | $4,660+96.7% |
| Participant deferral / active EE | $10,241 | $6,959+47.2% | $6,031+69.8% | $6,688+53.1% |
| Admin fee / account holder | $26,009 | $16,648+56.2% | $12,690+105.0% | $13,397+94.1% |