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 | $152,775 | $159,901-4.5% | $146,958+4.0% | $145,922+4.7% |
| Participation rate | 95.5% | 84.0%+11.5pp | 82.2%+13.3pp | 80.3%+15.2pp |
| Annual return | 14.50% | 98.13%-83.6pp | 418.34%-403.8pp | 561.29%-546.8pp |
| Employer contribution / active EE | $3,831 | $5,286-27.5% | $4,933-22.3% | $4,660-17.8% |
| Participant deferral / active EE | $8,143 | $8,428-3.4% | $8,070+0.9% | $6,688+21.8% |
| Admin fee / account holder | $15,756 | $15,044+4.7% | $12,998+21.2% | $13,397+17.6% |