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 | $138,604 | $159,901-13.3% | $146,958-5.7% | $145,922-5.0% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 10.89% | 98.13%-87.2pp | 418.34%-407.5pp | 561.29%-550.4pp |
| Employer contribution / active EE | $16,676 | $5,286+215.5% | $4,933+238.1% | $4,660+257.9% |
| Participant deferral / active EE | $11,633 | $8,428+38.0% | $8,070+44.2% | $6,688+74.0% |
| Admin fee / account holder | $14,420 | $15,044-4.1% | $12,998+10.9% | $13,397+7.6% |