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 | $138,921 | $137,414+1.1% | $189,513-26.7% | $85,850+61.8% |
| Participation rate | 96.2% | 84.6%+11.6pp | 87.8%+8.4pp | 69.3%+26.9pp |
| Annual return | 20.18% | 38.14%-18.0pp | 555.15%-535.0pp | 318.53%-298.4pp |
| Employer contribution / active EE | $6,660 | $4,344+53.3% | $6,162+8.1% | $2,565+159.7% |
| Participant deferral / active EE | $5,090 | $6,260-18.7% | $8,221-38.1% | $3,952+28.8% |
| Admin fee / account holder | $6,675 | $8,630-22.7% | $12,045-44.6% | $6,260+6.6% |