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 | $169,071 | $176,056-4.0% | $159,436+6.0% | $167,490+0.9% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 25.30% | 331.75%-306.5pp | 263.57%-238.3pp | 478.56%-453.3pp |
| Employer contribution / active EE | $2,241 | $5,297-57.7% | $4,829-53.6% | $4,837-53.7% |
| Participant deferral / active EE | $6,765 | $7,750-12.7% | $7,352-8.0% | $6,341+6.7% |
| Admin fee / account holder | $1,462 | $12,554-88.4% | $10,799-86.5% | $12,309-88.1% |