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 | $125,734 | $152,587-17.6% | $125,175+0.4% | $152,861-17.7% |
| Participation rate | 89.5% | 83.3%+6.1pp | 79.8%+9.7pp | 82.4%+7.0pp |
| Annual return | 22.40% | 54.84%-32.4pp | 43.79%-21.4pp | 345.32%-322.9pp |
| Employer contribution / active EE | $3,528 | $4,946-28.7% | $3,865-8.7% | $4,762-25.9% |
| Participant deferral / active EE | $8,815 | $5,868+50.2% | $4,937+78.6% | $5,850+50.7% |
| Admin fee / account holder | $9,306 | $13,434-30.7% | $9,702-4.1% | $11,596-19.8% |