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 | $147,507 | $148,534-0.7% | $135,903+8.5% | $139,434+5.8% |
| Participation rate | 93.8% | 83.9%+9.9pp | 81.9%+11.8pp | 80.3%+13.4pp |
| Annual return | 15.70% | 79.19%-63.5pp | 68.23%-52.5pp | 372.94%-357.2pp |
| Employer contribution / active EE | $5,733 | $5,243+9.4% | $4,856+18.1% | $4,751+20.7% |
| Participant deferral / active EE | $15,064 | $8,100+86.0% | $7,758+94.2% | $6,710+124.5% |
| Admin fee / account holder | $24,316 | $12,400+96.1% | $10,762+125.9% | $11,403+113.3% |