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 | $137,673 | $107,334+28.3% | $92,893+48.2% | $152,861-9.9% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.4%+5.1pp |
| Annual return | 25.38% | 145.58%-120.2pp | 109.41%-84.0pp | 345.32%-319.9pp |
| Employer contribution / active EE | $1,805 | $4,221-57.2% | $3,653-50.6% | $4,762-62.1% |
| Participant deferral / active EE | $2,736 | $4,845-43.5% | $4,236-35.4% | $5,850-53.2% |
| Admin fee / account holder | $3,147 | $7,079-55.5% | $5,794-45.7% | $11,596-72.9% |