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 | $133,652 | $144,119-7.3% | $117,854+13.4% | $147,584-9.4% |
| Participation rate | 84.6% | 83.4%+1.2pp | 79.7%+5.0pp | 82.8%+1.8pp |
| Annual return | 18.10% | 531.15%-513.0pp | 335.08%-317.0pp | 578.55%-560.4pp |
| Employer contribution / active EE | $3,453 | $4,896-29.5% | $3,786-8.8% | $4,876-29.2% |
| Participant deferral / active EE | $6,905 | $5,316+29.9% | $4,482+54.1% | $5,439+27.0% |
| Admin fee / account holder | $2,329 | $10,886-78.6% | $8,020-71.0% | $10,885-78.6% |