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 | $163,029 | $202,432-19.5% | $169,368-3.7% | $139,434+16.9% |
| Participation rate | 77.8% | 81.1%-3.3pp | 77.1%+0.6pp | 80.3%-2.5pp |
| Annual return | 19.15% | 531.74%-512.6pp | 405.60%-386.4pp | 372.94%-353.8pp |
| Employer contribution / active EE | $3,936 | $4,692-16.1% | $4,013-1.9% | $4,751-17.2% |
| Participant deferral / active EE | $9,873 | $6,938+42.3% | $6,221+58.7% | $6,710+47.1% |
| Admin fee / account holder | $7,607 | $10,708-29.0% | $9,003-15.5% | $11,403-33.3% |