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 | $138,700 | $183,519-24.4% | $155,509-10.8% | $145,922-4.9% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 14.06% | 61.17%-47.1pp | 64.67%-50.6pp | 561.29%-547.2pp |
| Employer contribution / active EE | $4,619 | $5,313-13.1% | $4,672-1.1% | $4,660-0.9% |
| Participant deferral / active EE | $3,295 | $6,462-49.0% | $5,626-41.4% | $6,688-50.7% |
| Admin fee / account holder | $31,334 | $19,313+62.2% | $15,912+96.9% | $13,397+133.9% |