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 | $139,094 | $148,534-6.4% | $135,903+2.3% | $139,434-0.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.18% | 79.19%-66.0pp | 68.23%-55.0pp | 372.94%-359.8pp |
| Employer contribution / active EE | $3,104 | $5,243-40.8% | $4,856-36.1% | $4,751-34.7% |
| Participant deferral / active EE | $12,402 | $8,100+53.1% | $7,758+59.9% | $6,710+84.8% |
| Admin fee / account holder | $12,807 | $12,400+3.3% | $10,762+19.0% | $11,403+12.3% |