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 | $189,515 | $179,726+5.4% | $156,263+21.3% | $142,382+33.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 13.04% | 77.86%-64.8pp | 59.47%-46.4pp | 217.08%-204.0pp |
| Employer contribution / active EE | $2,519 | $5,069-50.3% | $4,333-41.9% | $4,299-41.4% |
| Participant deferral / active EE | $5,550 | $6,956-20.2% | $6,158-9.9% | $6,507-14.7% |
| Admin fee / account holder | $25,445 | $17,272+47.3% | $14,255+78.5% | $12,624+101.6% |