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 | $143,420 | $152,587-6.0% | $125,175+14.6% | $152,861-6.2% |
| Participation rate | 95.5% | 83.3%+12.1pp | 79.8%+15.7pp | 82.4%+13.0pp |
| Annual return | 25.91% | 54.84%-28.9pp | 43.79%-17.9pp | 345.32%-319.4pp |
| Employer contribution / active EE | $6,444 | $4,946+30.3% | $3,865+66.7% | $4,762+35.3% |
| Participant deferral / active EE | $3,457 | $5,868-41.1% | $4,937-30.0% | $5,850-40.9% |
| Admin fee / account holder | $1,062 | $13,434-92.1% | $9,702-89.1% | $11,596-90.8% |