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 | $139,552 | $159,901-12.7% | $146,958-5.0% | $145,922-4.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 14.19% | 98.13%-83.9pp | 418.34%-404.1pp | 561.29%-547.1pp |
| Employer contribution / active EE | $1,730 | $5,286-67.3% | $4,933-64.9% | $4,660-62.9% |
| Participant deferral / active EE | $14,695 | $8,428+74.4% | $8,070+82.1% | $6,688+119.7% |
| Admin fee / account holder | $14,470 | $15,044-3.8% | $12,998+11.3% | $13,397+8.0% |