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 | $142,718 | $159,602-10.6% | $150,045-4.9% | $142,382+0.2% |
| Participation rate | 93.3% | 84.0%+9.4pp | 82.3%+11.0pp | 80.1%+13.2pp |
| Annual return | 39.55% | 70.24%-30.7pp | 62.55%-23.0pp | 217.08%-177.5pp |
| Employer contribution / active EE | $5,665 | $4,961+14.2% | $4,693+20.7% | $4,299+31.8% |
| Participant deferral / active EE | $17,986 | $8,310+116.4% | $7,997+124.9% | $6,507+176.4% |
| Admin fee / account holder | $6,285 | $14,846-57.7% | $13,435-53.2% | $12,624-50.2% |