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 | $150,984 | $159,901-5.6% | $146,958+2.7% | $145,922+3.5% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 14.74% | 98.13%-83.4pp | 418.34%-403.6pp | 561.29%-546.5pp |
| Employer contribution / active EE | $2,509 | $5,286-52.5% | $4,933-49.1% | $4,660-46.2% |
| Participant deferral / active EE | $5,662 | $8,428-32.8% | $8,070-29.8% | $6,688-15.3% |
| Admin fee / account holder | $4,944 | $15,044-67.1% | $12,998-62.0% | $13,397-63.1% |