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 | $183,414 | $159,934+14.7% | $147,005+24.8% | $145,959+25.7% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.3pp | 80.3%+1.5pp |
| Annual return | 10.74% | 98.24%-87.5pp | 418.76%-408.0pp | 561.95%-551.2pp |
| Employer contribution / active EE | $3,411 | $5,287-35.5% | $4,934-30.9% | $4,661-26.8% |
| Participant deferral / active EE | $8,847 | $8,427+5.0% | $8,070+9.6% | $6,689+32.3% |
| Admin fee / account holder | $7,818 | $15,053-48.1% | $13,006-39.9% | $13,398-41.6% |