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 | $180,351 | $157,256+14.7% | $141,162+27.8% | $152,861+18.0% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.4%+6.4pp |
| Annual return | 25.77% | 64.32%-38.6pp | 71.39%-45.6pp | 345.32%-319.5pp |
| Employer contribution / active EE | $4,592 | $5,261-12.7% | $4,735-3.0% | $4,762-3.6% |
| Participant deferral / active EE | $5,900 | $7,109-17.0% | $6,709-12.1% | $5,850+0.9% |
| Admin fee / account holder | $10,512 | $12,120-13.3% | $10,261+2.4% | $11,596-9.4% |