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 | $169,539 | $159,901+6.0% | $146,958+15.4% | $145,922+16.2% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 13.94% | 98.13%-84.2pp | 418.34%-404.4pp | 561.29%-547.3pp |
| Employer contribution / active EE | $4,308 | $5,286-18.5% | $4,933-12.7% | $4,660-7.6% |
| Participant deferral / active EE | $13,672 | $8,428+62.2% | $8,070+69.4% | $6,688+104.4% |
| Admin fee / account holder | $34,317 | $15,044+128.1% | $12,998+164.0% | $13,397+156.2% |