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 | $176,968 | $178,174-0.7% | $156,181+13.3% | $137,256+28.9% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 13.74% | 84.19%-70.5pp | 64.87%-51.1pp | 220.34%-206.6pp |
| Employer contribution / active EE | $4,500 | $4,972-9.5% | $4,294+4.8% | $4,156+8.3% |
| Participant deferral / active EE | $4,415 | $6,888-35.9% | $6,132-28.0% | $6,407-31.1% |
| Admin fee / account holder | $4,665 | $17,404-73.2% | $14,586-68.0% | $12,270-62.0% |