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 | $147,670 | $183,963-19.7% | $162,163-8.9% | $152,861-3.4% |
| Participation rate | 94.1% | 88.5%+5.6pp | 87.6%+6.6pp | 82.4%+11.7pp |
| Annual return | 36.13% | 150.76%-114.6pp | 115.59%-79.5pp | 345.32%-309.2pp |
| Employer contribution / active EE | $3,017 | $6,371-52.6% | $5,614-46.3% | $4,762-36.6% |
| Participant deferral / active EE | $6,932 | $8,034-13.7% | $7,298-5.0% | $5,850+18.5% |
| Admin fee / account holder | $659 | $13,121-95.0% | $10,843-93.9% | $11,596-94.3% |