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 3-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 | $137,115 | $165,584-17.2% | $142,942-4.1% | $137,256-0.1% |
| Participation rate | 90.0% | 80.1%+9.9pp | 76.8%+13.2pp | 80.0%+10.0pp |
| Annual return | 19.19% | 164.22%-145.0pp | 113.70%-94.5pp | 220.34%-201.2pp |
| Employer contribution / active EE | $0 | $4,725-100.0% | $4,139-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $12,958 | $8,194+58.1% | $7,128+81.8% | $6,407+102.2% |
| Admin fee / account holder | $3,245 | $16,167-79.9% | $12,475-74.0% | $12,270-73.6% |