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 | $146,962 | $159,602-7.9% | $150,045-2.1% | $142,382+3.2% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 15.33% | 70.24%-54.9pp | 62.55%-47.2pp | 217.08%-201.8pp |
| Employer contribution / active EE | $9,557 | $4,961+92.7% | $4,693+103.6% | $4,299+122.3% |
| Participant deferral / active EE | $9,390 | $8,310+13.0% | $7,997+17.4% | $6,507+44.3% |
| Admin fee / account holder | $5,176 | $14,846-65.1% | $13,435-61.5% | $12,624-59.0% |