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 6-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 | $126,472 | $148,534-14.9% | $135,903-6.9% | $139,434-9.3% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 22.68% | 79.19%-56.5pp | 68.23%-45.5pp | 372.94%-350.3pp |
| Employer contribution / active EE | $8,240 | $5,243+57.2% | $4,856+69.7% | $4,751+73.4% |
| Participant deferral / active EE | $15,276 | $8,100+88.6% | $7,758+96.9% | $6,710+127.7% |
| Admin fee / account holder | $310 | $12,400-97.5% | $10,762-97.1% | $11,403-97.3% |