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 | $157,195 | $148,534+5.8% | $135,903+15.7% | $139,434+12.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.59% | 79.19%-63.6pp | 68.23%-52.6pp | 372.94%-357.4pp |
| Employer contribution / active EE | $3,121 | $5,243-40.5% | $4,856-35.7% | $4,751-34.3% |
| Participant deferral / active EE | $7,514 | $8,100-7.2% | $7,758-3.1% | $6,710+12.0% |
| Admin fee / account holder | $17,129 | $12,400+38.1% | $10,762+59.2% | $11,403+50.2% |