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 | $142,662 | $148,534-4.0% | $135,903+5.0% | $139,434+2.3% |
| Participation rate | 93.3% | 83.9%+9.5pp | 81.9%+11.4pp | 80.3%+13.0pp |
| Annual return | 29.24% | 79.19%-50.0pp | 68.23%-39.0pp | 372.94%-343.7pp |
| Employer contribution / active EE | $5,719 | $5,243+9.1% | $4,856+17.8% | $4,751+20.4% |
| Participant deferral / active EE | $11,314 | $8,100+39.7% | $7,758+45.8% | $6,710+68.6% |
| Admin fee / account holder | $14,377 | $12,400+15.9% | $10,762+33.6% | $11,403+26.1% |