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 | $152,753 | $183,519-16.8% | $155,509-1.8% | $145,922+4.7% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 11.45% | 61.17%-49.7pp | 64.67%-53.2pp | 561.29%-549.8pp |
| Employer contribution / active EE | $5,625 | $5,313+5.9% | $4,672+20.4% | $4,660+20.7% |
| Participant deferral / active EE | $4,080 | $6,462-36.9% | $5,626-27.5% | $6,688-39.0% |
| Admin fee / account holder | $2,182 | $19,313-88.7% | $15,912-86.3% | $13,397-83.7% |