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 | $154,323 | $159,934-3.5% | $147,005+5.0% | $145,959+5.7% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 16.29% | 98.24%-82.0pp | 418.76%-402.5pp | 561.95%-545.7pp |
| Employer contribution / active EE | $6,038 | $5,287+14.2% | $4,934+22.4% | $4,661+29.5% |
| Participant deferral / active EE | $10,798 | $8,427+28.1% | $8,070+33.8% | $6,689+61.4% |
| Admin fee / account holder | $13,020 | $15,053-13.5% | $13,006+0.1% | $13,398-2.8% |