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 | $143,929 | $152,587-5.7% | $125,175+15.0% | $152,861-5.8% |
| Participation rate | 94.7% | 83.3%+11.4pp | 79.8%+15.0pp | 82.4%+12.3pp |
| Annual return | 26.91% | 54.84%-27.9pp | 43.79%-16.9pp | 345.32%-318.4pp |
| Employer contribution / active EE | $2,702 | $4,946-45.4% | $3,865-30.1% | $4,762-43.3% |
| Participant deferral / active EE | $7,129 | $5,868+21.5% | $4,937+44.4% | $5,850+21.9% |
| Admin fee / account holder | $4,963 | $13,434-63.1% | $9,702-48.8% | $11,596-57.2% |