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 | $167,407 | $175,202-4.4% | $149,673+11.8% | $139,434+20.1% |
| Participation rate | 92.9% | 83.4%+9.5pp | 78.8%+14.1pp | 80.3%+12.5pp |
| Annual return | 17.18% | 166.71%-149.5pp | 134.42%-117.2pp | 372.94%-355.8pp |
| Employer contribution / active EE | $6,933 | $5,474+26.6% | $4,818+43.9% | $4,751+45.9% |
| Participant deferral / active EE | $6,246 | $6,519-4.2% | $5,680+10.0% | $6,710-6.9% |
| Admin fee / account holder | $33,297 | $16,150+106.2% | $13,210+152.1% | $11,403+192.0% |