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 | $157,577 | $159,901-1.5% | $146,958+7.2% | $145,922+8.0% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.8pp | 80.3%+10.6pp |
| Annual return | 11.06% | 98.13%-87.1pp | 418.34%-407.3pp | 561.29%-550.2pp |
| Employer contribution / active EE | $6,585 | $5,286+24.6% | $4,933+33.5% | $4,660+41.3% |
| Participant deferral / active EE | $8,054 | $8,428-4.4% | $8,070-0.2% | $6,688+20.4% |
| Admin fee / account holder | $77,547 | $15,044+415.5% | $12,998+496.6% | $13,397+478.8% |