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 | $172,478-20.5% | $145,661-5.9% | $142,382-3.7% |
| Participation rate | 90.0% | 80.1%+9.9pp | 77.2%+12.8pp | 80.1%+9.9pp |
| Annual return | 19.19% | 151.09%-131.9pp | 101.46%-82.3pp | 217.08%-197.9pp |
| Employer contribution / active EE | $0 | $4,899-100.0% | $4,238-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $12,958 | $8,348+55.2% | $7,198+80.0% | $6,507+99.1% |
| Admin fee / account holder | $3,245 | $16,864-80.8% | $12,466-74.0% | $12,624-74.3% |