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 | $169,560 | $159,901+6.0% | $146,958+15.4% | $145,922+16.2% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 13.12% | 98.13%-85.0pp | 418.34%-405.2pp | 561.29%-548.2pp |
| Employer contribution / active EE | $2,533 | $5,286-52.1% | $4,933-48.7% | $4,660-45.6% |
| Participant deferral / active EE | $5,570 | $8,428-33.9% | $8,070-31.0% | $6,688-16.7% |
| Admin fee / account holder | $11,440 | $15,044-24.0% | $12,998-12.0% | $13,397-14.6% |