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 | $169,420 | $183,519-7.7% | $155,509+8.9% | $145,922+16.1% |
| Participation rate | 95.8% | 82.7%+13.2pp | 78.2%+17.6pp | 80.3%+15.6pp |
| Annual return | 11.23% | 61.17%-49.9pp | 64.67%-53.4pp | 561.29%-550.1pp |
| Employer contribution / active EE | $13,877 | $5,313+161.2% | $4,672+197.0% | $4,660+197.8% |
| Participant deferral / active EE | $6,485 | $6,462+0.3% | $5,626+15.3% | $6,688-3.0% |
| Admin fee / account holder | $5,463 | $19,313-71.7% | $15,912-65.7% | $13,397-59.2% |