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 | $138,546 | $148,534-6.7% | $135,903+1.9% | $139,434-0.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.41% | 79.19%-65.8pp | 68.23%-54.8pp | 372.94%-359.5pp |
| Employer contribution / active EE | $2,867 | $5,243-45.3% | $4,856-41.0% | $4,751-39.7% |
| Participant deferral / active EE | $5,317 | $8,100-34.4% | $7,758-31.5% | $6,710-20.8% |
| Admin fee / account holder | $7,269 | $12,400-41.4% | $10,762-32.5% | $11,403-36.3% |