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 | $135,733 | $148,534-8.6% | $135,903-0.1% | $139,434-2.7% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 16.18% | 79.19%-63.0pp | 68.23%-52.1pp | 372.94%-356.8pp |
| Employer contribution / active EE | $7,151 | $5,243+36.4% | $4,856+47.3% | $4,751+50.5% |
| Participant deferral / active EE | $6,349 | $8,100-21.6% | $7,758-18.2% | $6,710-5.4% |
| Admin fee / account holder | $37,628 | $12,400+203.5% | $10,762+249.6% | $11,403+230.0% |