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 9-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 | $150,713 | $183,519-17.9% | $155,509-3.1% | $145,922+3.3% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 12.40% | 61.17%-48.8pp | 64.67%-52.3pp | 561.29%-548.9pp |
| Employer contribution / active EE | $5,757 | $5,313+8.4% | $4,672+23.2% | $4,660+23.5% |
| Participant deferral / active EE | $5,194 | $6,462-19.6% | $5,626-7.7% | $6,688-22.3% |
| Admin fee / account holder | $1,185 | $19,313-93.9% | $15,912-92.6% | $13,397-91.2% |