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 | $166,416 | $159,901+4.1% | $146,958+13.2% | $145,922+14.0% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 32.91% | 98.13%-65.2pp | 418.34%-385.4pp | 561.29%-528.4pp |
| Employer contribution / active EE | $1,619 | $5,286-69.4% | $4,933-67.2% | $4,660-65.3% |
| Participant deferral / active EE | $6,602 | $8,428-21.7% | $8,070-18.2% | $6,688-1.3% |
| Admin fee / account holder | $11,763 | $15,044-21.8% | $12,998-9.5% | $13,397-12.2% |