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 | $170,902 | $159,901+6.9% | $146,958+16.3% | $145,922+17.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 11.70% | 98.13%-86.4pp | 418.34%-406.6pp | 561.29%-549.6pp |
| Employer contribution / active EE | $5,765 | $5,286+9.1% | $4,933+16.9% | $4,660+23.7% |
| Participant deferral / active EE | $15,876 | $8,428+88.4% | $8,070+96.7% | $6,688+137.4% |
| Admin fee / account holder | $62,369 | $15,044+314.6% | $12,998+379.8% | $13,397+365.5% |