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 | $185,534 | $137,414+35.0% | $189,513-2.1% | $85,850+116.1% |
| Participation rate | 89.7% | 84.6%+5.0pp | 87.8%+1.8pp | 69.3%+20.3pp |
| Annual return | 14.53% | 38.14%-23.6pp | 555.15%-540.6pp | 318.53%-304.0pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,162-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $13,117 | $6,260+109.5% | $8,221+59.5% | $3,952+231.9% |
| Admin fee / account holder | $4,183 | $8,630-51.5% | $12,045-65.3% | $6,260-33.2% |