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 | $155,131 | $159,901-3.0% | $146,958+5.6% | $145,922+6.3% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.2%+11.6pp | 80.3%+13.5pp |
| Annual return | 14.35% | 98.13%-83.8pp | 418.34%-404.0pp | 561.29%-546.9pp |
| Employer contribution / active EE | $3,367 | $5,286-36.3% | $4,933-31.8% | $4,660-27.8% |
| Participant deferral / active EE | $2,859 | $8,428-66.1% | $8,070-64.6% | $6,688-57.2% |
| Admin fee / account holder | $22,312 | $15,044+48.3% | $12,998+71.7% | $13,397+66.5% |