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 | $144,363 | $159,901-9.7% | $146,958-1.8% | $145,922-1.1% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.2pp |
| Annual return | 14.21% | 98.13%-83.9pp | 418.34%-404.1pp | 561.29%-547.1pp |
| Employer contribution / active EE | $1,894 | $5,286-64.2% | $4,933-61.6% | $4,660-59.3% |
| Participant deferral / active EE | $6,457 | $8,428-23.4% | $8,070-20.0% | $6,688-3.5% |
| Admin fee / account holder | $13,071 | $15,044-13.1% | $12,998+0.6% | $13,397-2.4% |