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 | $143,995 | $159,901-9.9% | $146,958-2.0% | $145,922-1.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 11.68% | 98.13%-86.5pp | 418.34%-406.7pp | 561.29%-549.6pp |
| Employer contribution / active EE | $5,247 | $5,286-0.7% | $4,933+6.4% | $4,660+12.6% |
| Participant deferral / active EE | $9,645 | $8,428+14.4% | $8,070+19.5% | $6,688+44.2% |
| Admin fee / account holder | $2,275 | $15,044-84.9% | $12,998-82.5% | $13,397-83.0% |