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 | $126,394 | $159,901-21.0% | $146,958-14.0% | $145,922-13.4% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.2pp | 80.3%+12.0pp |
| Annual return | 13.13% | 98.13%-85.0pp | 418.34%-405.2pp | 561.29%-548.2pp |
| Employer contribution / active EE | $5,385 | $5,286+1.9% | $4,933+9.2% | $4,660+15.6% |
| Participant deferral / active EE | $5,210 | $8,428-38.2% | $8,070-35.4% | $6,688-22.1% |
| Admin fee / account holder | $6,888 | $15,044-54.2% | $12,998-47.0% | $13,397-48.6% |