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 | $182,120 | $183,519-0.8% | $155,509+17.1% | $145,922+24.8% |
| Participation rate | 90.5% | 82.7%+7.8pp | 78.2%+12.3pp | 80.3%+10.2pp |
| Annual return | 13.21% | 61.17%-48.0pp | 64.67%-51.5pp | 561.29%-548.1pp |
| Employer contribution / active EE | $5,921 | $5,313+11.5% | $4,672+26.7% | $4,660+27.1% |
| Participant deferral / active EE | $4,506 | $6,462-30.3% | $5,626-19.9% | $6,688-32.6% |
| Admin fee / account holder | $10,320 | $19,313-46.6% | $15,912-35.1% | $13,397-23.0% |