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 4-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 | $138,763 | $148,534-6.6% | $135,903+2.1% | $139,434-0.5% |
| Participation rate | 70.0% | 83.9%-13.9pp | 81.9%-11.9pp | 80.3%-10.3pp |
| Annual return | 21.25% | 79.19%-57.9pp | 68.23%-47.0pp | 372.94%-351.7pp |
| Employer contribution / active EE | $2,349 | $5,243-55.2% | $4,856-51.6% | $4,751-50.6% |
| Participant deferral / active EE | $8,625 | $8,100+6.5% | $7,758+11.2% | $6,710+28.5% |
| Admin fee / account holder | $4,084 | $12,400-67.1% | $10,762-62.0% | $11,403-64.2% |