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 | $138,965 | $158,398-12.3% | $126,539+9.8% | $142,382-2.4% |
| Participation rate | 87.0% | 75.8%+11.2pp | 69.8%+17.1pp | 80.1%+6.8pp |
| Annual return | 19.52% | 593.76%-574.2pp | 425.95%-406.4pp | 217.08%-197.6pp |
| Employer contribution / active EE | $5,173 | $4,650+11.3% | $3,674+40.8% | $4,299+20.3% |
| Participant deferral / active EE | $7,365 | $4,767+54.5% | $4,083+80.4% | $6,507+13.2% |
| Admin fee / account holder | $10,342 | $6,918+49.5% | $6,065+70.5% | $12,624-18.1% |