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 9-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 | $153,776 | $154,117-0.2% | $129,995+18.3% | $139,434+10.3% |
| Participation rate | 95.5% | 82.0%+13.5pp | 78.5%+17.0pp | 80.3%+15.1pp |
| Annual return | 15.17% | 32.48%-17.3pp | -137.18%+152.4pp | 372.94%-357.8pp |
| Employer contribution / active EE | $3,577 | $5,289-32.4% | $4,320-17.2% | $4,751-24.7% |
| Participant deferral / active EE | $7,970 | $6,710+18.8% | $5,820+36.9% | $6,710+18.8% |
| Admin fee / account holder | $22,596 | $14,007+61.3% | $10,614+112.9% | $11,403+98.2% |