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 | $131,660 | $154,365-14.7% | $130,231+1.1% | $139,434-5.6% |
| Participation rate | 89.5% | 79.9%+9.5pp | 76.3%+13.2pp | 80.3%+9.2pp |
| Annual return | 16.94% | 30.34%-13.4pp | 38.77%-21.8pp | 372.94%-356.0pp |
| Employer contribution / active EE | $12,886 | $5,170+149.2% | $4,126+212.3% | $4,751+171.2% |
| Participant deferral / active EE | $27,031 | $8,498+218.1% | $6,799+297.6% | $6,710+302.8% |
| Admin fee / account holder | $45,691 | $9,214+395.9% | $6,020+659.0% | $11,403+300.7% |