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 | $153,679 | $148,534+3.5% | $135,903+13.1% | $139,434+10.2% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 22.24% | 79.19%-57.0pp | 68.23%-46.0pp | 372.94%-350.7pp |
| Employer contribution / active EE | $9,421 | $5,243+79.7% | $4,856+94.0% | $4,751+98.3% |
| Participant deferral / active EE | $9,790 | $8,100+20.9% | $7,758+26.2% | $6,710+45.9% |
| Admin fee / account holder | $5,547 | $12,400-55.3% | $10,762-48.5% | $11,403-51.4% |