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 | $164,966 | $165,984-0.6% | $164,813+0.1% | $145,922+13.1% |
| Participation rate | 81.8% | 82.0%-0.2pp | 78.6%+3.2pp | 80.3%+1.5pp |
| Annual return | 9.31% | 100.03%-90.7pp | 69.93%-60.6pp | 561.29%-552.0pp |
| Employer contribution / active EE | $1,530 | $5,273-71.0% | $4,341-64.7% | $4,660-67.2% |
| Participant deferral / active EE | $2,566 | $6,959-63.1% | $6,031-57.5% | $6,688-61.6% |
| Admin fee / account holder | $2,583 | $16,648-84.5% | $12,690-79.6% | $13,397-80.7% |