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 | $144,175 | $209,411-31.2% | $178,490-19.2% | $158,922-9.3% |
| Participation rate | 93.3% | 86.3%+7.0pp | 81.9%+11.4pp | 82.0%+11.4pp |
| Annual return | 35.51% | 188.75%-153.2pp | 151.07%-115.6pp | 302.83%-267.3pp |
| Employer contribution / active EE | $5,517 | $5,706-3.3% | $5,011+10.1% | $4,761+15.9% |
| Participant deferral / active EE | $6,352 | $5,954+6.7% | $5,202+22.1% | $5,982+6.2% |
| Admin fee / account holder | $1,056 | $17,074-93.8% | $13,984-92.4% | $11,246-90.6% |