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 | $159,142 | $159,901-0.5% | $146,958+8.3% | $145,922+9.1% |
| Participation rate | 82.4% | 84.0%-1.6pp | 82.2%+0.2pp | 80.3%+2.1pp |
| Annual return | 15.60% | 98.13%-82.5pp | 418.34%-402.7pp | 561.29%-545.7pp |
| Employer contribution / active EE | $3,302 | $5,286-37.5% | $4,933-33.1% | $4,660-29.1% |
| Participant deferral / active EE | $11,819 | $8,428+40.2% | $8,070+46.5% | $6,688+76.7% |
| Admin fee / account holder | $1,723 | $15,044-88.5% | $12,998-86.7% | $13,397-87.1% |