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 | $161,112 | $169,032-4.7% | $129,207+24.7% | $145,922+10.4% |
| Participation rate | 91.7% | 76.4%+15.2pp | 69.6%+22.1pp | 80.3%+11.4pp |
| Annual return | 13.52% | 14330.11%-14316.6pp | 9417.33%-9403.8pp | 561.29%-547.8pp |
| Employer contribution / active EE | $4,039 | $5,537-27.0% | $4,153-2.7% | $4,660-13.3% |
| Participant deferral / active EE | $10,890 | $4,987+118.3% | $4,168+161.3% | $6,688+62.8% |
| Admin fee / account holder | $2,607 | $9,954-73.8% | $7,715-66.2% | $13,397-80.5% |