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 | $162,626 | $159,901+1.7% | $146,958+10.7% | $145,922+11.4% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 13.66% | 98.13%-84.5pp | 418.34%-404.7pp | 561.29%-547.6pp |
| Employer contribution / active EE | $3,853 | $5,286-27.1% | $4,933-21.9% | $4,660-17.3% |
| Participant deferral / active EE | $13,155 | $8,428+56.1% | $8,070+63.0% | $6,688+96.7% |
| Admin fee / account holder | $102,799 | $15,044+583.3% | $12,998+690.9% | $13,397+667.3% |