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 | $126,530 | $148,534-14.8% | $135,903-6.9% | $139,434-9.3% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 16.19% | 79.19%-63.0pp | 68.23%-52.0pp | 372.94%-356.8pp |
| Employer contribution / active EE | $4,508 | $5,243-14.0% | $4,856-7.2% | $4,751-5.1% |
| Participant deferral / active EE | $15,297 | $8,100+88.8% | $7,758+97.2% | $6,710+128.0% |
| Admin fee / account holder | $419 | $12,400-96.6% | $10,762-96.1% | $11,403-96.3% |