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 | $172,755 | $183,519-5.9% | $155,509+11.1% | $145,922+18.4% |
| Participation rate | 86.7% | 82.7%+4.0pp | 78.2%+8.5pp | 80.3%+6.4pp |
| Annual return | 9.82% | 61.17%-51.3pp | 64.67%-54.8pp | 561.29%-551.5pp |
| Employer contribution / active EE | $2,668 | $5,313-49.8% | $4,672-42.9% | $4,660-42.7% |
| Participant deferral / active EE | $5,811 | $6,462-10.1% | $5,626+3.3% | $6,688-13.1% |
| Admin fee / account holder | $188,526 | $19,313+876.2% | $15,912+1084.8% | $13,397+1307.2% |