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 | $144,161 | $159,901-9.8% | $146,958-1.9% | $145,922-1.2% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 13.38% | 98.13%-84.8pp | 418.34%-405.0pp | 561.29%-547.9pp |
| Employer contribution / active EE | $4,693 | $5,286-11.2% | $4,933-4.9% | $4,660+0.7% |
| Participant deferral / active EE | $14,091 | $8,428+67.2% | $8,070+74.6% | $6,688+110.7% |
| Admin fee / account holder | $6,097 | $15,044-59.5% | $12,998-53.1% | $13,397-54.5% |