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 5-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 | $134,417 | $148,534-9.5% | $135,903-1.1% | $139,434-3.6% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 13.06% | 79.19%-66.1pp | 68.23%-55.2pp | 372.94%-359.9pp |
| Employer contribution / active EE | $1,824 | $5,243-65.2% | $4,856-62.4% | $4,751-61.6% |
| Participant deferral / active EE | $10,243 | $8,100+26.5% | $7,758+32.0% | $6,710+52.6% |
| Admin fee / account holder | $29,955 | $12,400+141.6% | $10,762+178.3% | $11,403+162.7% |