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 | $163,902 | $159,901+2.5% | $146,958+11.5% | $145,922+12.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 12.70% | 98.13%-85.4pp | 418.34%-405.6pp | 561.29%-548.6pp |
| Employer contribution / active EE | $3,185 | $5,286-39.7% | $4,933-35.4% | $4,660-31.6% |
| Participant deferral / active EE | $7,985 | $8,428-5.3% | $8,070-1.1% | $6,688+19.4% |
| Admin fee / account holder | $24,617 | $15,044+63.6% | $12,998+89.4% | $13,397+83.7% |