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 7-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 | $135,628 | $105,181+28.9% | $159,436-14.9% | $85,850+58.0% |
| Participation rate | 82.8% | 75.8%+7.0pp | 82.8%0pp | 69.3%+13.5pp |
| Annual return | 12.99% | 45.07%-32.1pp | 263.57%-250.6pp | 318.53%-305.5pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,044 | $5,945+1.7% | $7,352-17.8% | $3,952+52.9% |
| Admin fee / account holder | $1,532 | $6,933-77.9% | $10,799-85.8% | $6,260-75.5% |