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 7-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 | $125,002 | $157,256-20.5% | $141,162-11.4% | $152,861-18.2% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.4%+8.5pp |
| Annual return | 20.88% | 64.32%-43.4pp | 71.39%-50.5pp | 345.32%-324.4pp |
| Employer contribution / active EE | $1,763 | $5,261-66.5% | $4,735-62.8% | $4,762-63.0% |
| Participant deferral / active EE | $5,179 | $7,109-27.1% | $6,709-22.8% | $5,850-11.5% |
| Admin fee / account holder | $2,237 | $12,120-81.5% | $10,261-78.2% | $11,596-80.7% |