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 | $161,439 | $175,202-7.9% | $149,673+7.9% | $139,434+15.8% |
| Participation rate | 92.9% | 83.4%+9.5pp | 78.8%+14.1pp | 80.3%+12.5pp |
| Annual return | 16.18% | 166.71%-150.5pp | 134.42%-118.2pp | 372.94%-356.8pp |
| Employer contribution / active EE | $3,960 | $5,474-27.7% | $4,818-17.8% | $4,751-16.7% |
| Participant deferral / active EE | $6,054 | $6,519-7.1% | $5,680+6.6% | $6,710-9.8% |
| Admin fee / account holder | $5,175 | $16,150-68.0% | $13,210-60.8% | $11,403-54.6% |