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 | $142,546 | $185,822-23.3% | $169,993-16.1% | $139,434+2.2% |
| Participation rate | 94.4% | 87.8%+6.7pp | 87.0%+7.4pp | 80.3%+14.1pp |
| Annual return | 16.77% | 60.50%-43.7pp | 53.37%-36.6pp | 372.94%-356.2pp |
| Employer contribution / active EE | $2,801 | $7,590-63.1% | $6,785-58.7% | $4,751-41.0% |
| Participant deferral / active EE | $9,601 | $11,622-17.4% | $10,408-7.8% | $6,710+43.1% |
| Admin fee / account holder | $10,369 | $15,381-32.6% | $12,815-19.1% | $11,403-9.1% |