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 5-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 | $175,630 | $159,901+9.8% | $146,958+19.5% | $145,922+20.4% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 11.56% | 98.13%-86.6pp | 418.34%-406.8pp | 561.29%-549.7pp |
| Employer contribution / active EE | $4,362 | $5,286-17.5% | $4,933-11.6% | $4,660-6.4% |
| Participant deferral / active EE | $12,118 | $8,428+43.8% | $8,070+50.2% | $6,688+81.2% |
| Admin fee / account holder | $41,616 | $15,044+176.6% | $12,998+220.2% | $13,397+210.6% |