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 | $150,807 | $159,602-5.5% | $150,045+0.5% | $142,382+5.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.85% | 70.24%-53.4pp | 62.55%-45.7pp | 217.08%-200.2pp |
| Employer contribution / active EE | $3,452 | $4,961-30.4% | $4,693-26.5% | $4,299-19.7% |
| Participant deferral / active EE | $17,468 | $8,310+110.2% | $7,997+118.4% | $6,507+168.4% |
| Admin fee / account holder | $15,360 | $14,846+3.5% | $13,435+14.3% | $12,624+21.7% |