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 | $139,466 | $148,534-6.1% | $135,903+2.6% | $139,4340% |
| Participation rate | 93.8% | 83.9%+9.9pp | 81.9%+11.8pp | 80.3%+13.4pp |
| Annual return | 16.00% | 79.19%-63.2pp | 68.23%-52.2pp | 372.94%-356.9pp |
| Employer contribution / active EE | $8,925 | $5,243+70.2% | $4,856+83.8% | $4,751+87.9% |
| Participant deferral / active EE | $3,069 | $8,100-62.1% | $7,758-60.4% | $6,710-54.3% |
| Admin fee / account holder | $2,052 | $12,400-83.5% | $10,762-80.9% | $11,403-82.0% |