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 | $160,919 | $159,901+0.6% | $146,958+9.5% | $145,922+10.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 12.72% | 98.13%-85.4pp | 418.34%-405.6pp | 561.29%-548.6pp |
| Employer contribution / active EE | $3,825 | $5,286-27.6% | $4,933-22.5% | $4,660-17.9% |
| Participant deferral / active EE | $12,140 | $8,428+44.0% | $8,070+50.4% | $6,688+81.5% |
| Admin fee / account holder | $3,628 | $15,044-75.9% | $12,998-72.1% | $13,397-72.9% |