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 | $131,374 | $148,534-11.6% | $135,903-3.3% | $139,434-5.8% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 14.55% | 79.19%-64.6pp | 68.23%-53.7pp | 372.94%-358.4pp |
| Employer contribution / active EE | $3,091 | $5,243-41.0% | $4,856-36.3% | $4,751-34.9% |
| Participant deferral / active EE | $10,011 | $8,100+23.6% | $7,758+29.0% | $6,710+49.2% |
| Admin fee / account holder | $58,477 | $12,400+371.6% | $10,762+443.4% | $11,403+412.8% |