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 | $157,704 | $202,318-22.1% | $172,739-8.7% | $152,861+3.2% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.4%+7.6pp |
| Annual return | 17.80% | 1029.65%-1011.9pp | 802.84%-785.0pp | 345.32%-327.5pp |
| Employer contribution / active EE | $2,912 | $5,856-50.3% | $5,143-43.4% | $4,762-38.9% |
| Participant deferral / active EE | $3,965 | $5,948-33.3% | $5,198-23.7% | $5,850-32.2% |
| Admin fee / account holder | $18,559 | $17,109+8.5% | $13,954+33.0% | $11,596+60.0% |