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 | $167,407 | $159,934+4.7% | $147,005+13.9% | $145,959+14.7% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 11.38% | 98.24%-86.9pp | 418.76%-407.4pp | 561.95%-550.6pp |
| Employer contribution / active EE | $1,890 | $5,287-64.3% | $4,934-61.7% | $4,661-59.5% |
| Participant deferral / active EE | $7,635 | $8,427-9.4% | $8,070-5.4% | $6,689+14.2% |
| Admin fee / account holder | $2,474 | $15,053-83.6% | $13,006-81.0% | $13,398-81.5% |