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 | $173,422 | $159,901+8.5% | $146,958+18.0% | $145,922+18.8% |
| Participation rate | 76.2% | 84.0%-7.8pp | 82.2%-6.0pp | 80.3%-4.1pp |
| Annual return | 9.96% | 98.13%-88.2pp | 418.34%-408.4pp | 561.29%-551.3pp |
| Employer contribution / active EE | $3,496 | $5,286-33.9% | $4,933-29.1% | $4,660-25.0% |
| Participant deferral / active EE | $7,942 | $8,428-5.8% | $8,070-1.6% | $6,688+18.8% |
| Admin fee / account holder | $6,214 | $15,044-58.7% | $12,998-52.2% | $13,397-53.6% |