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 | $138,827 | $148,534-6.5% | $135,903+2.2% | $139,434-0.4% |
| Participation rate | 92.3% | 83.9%+8.5pp | 81.9%+10.4pp | 80.3%+12.0pp |
| Annual return | 25.79% | 79.19%-53.4pp | 68.23%-42.4pp | 372.94%-347.1pp |
| Employer contribution / active EE | $4,236 | $5,243-19.2% | $4,856-12.8% | $4,751-10.8% |
| Participant deferral / active EE | $7,781 | $8,100-3.9% | $7,758+0.3% | $6,710+16.0% |
| Admin fee / account holder | $13,287 | $12,400+7.2% | $10,762+23.5% | $11,403+16.5% |