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 | $183,748 | $165,984+10.7% | $164,813+11.5% | $145,922+25.9% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.6%+10.3pp | 80.3%+8.6pp |
| Annual return | 11.33% | 100.03%-88.7pp | 69.93%-58.6pp | 561.29%-550.0pp |
| Employer contribution / active EE | $3,586 | $5,273-32.0% | $4,341-17.4% | $4,660-23.0% |
| Participant deferral / active EE | $9,996 | $6,959+43.6% | $6,031+65.7% | $6,688+49.5% |
| Admin fee / account holder | $399 | $16,648-97.6% | $12,690-96.9% | $13,397-97.0% |