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 | $157,331 | $198,466-20.7% | $170,442-7.7% | $147,584+6.6% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 15.50% | 257.29%-241.8pp | 205.93%-190.4pp | 578.55%-563.0pp |
| Employer contribution / active EE | $3,645 | $6,184-41.1% | $5,433-32.9% | $4,876-25.3% |
| Participant deferral / active EE | $7,087 | $5,629+25.9% | $4,939+43.5% | $5,439+30.3% |
| Admin fee / account holder | $20,632 | $16,852+22.4% | $13,880+48.6% | $10,885+89.5% |