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 | $137,999 | $159,901-13.7% | $146,958-6.1% | $145,922-5.4% |
| Participation rate | 95.7% | 84.0%+11.7pp | 82.2%+13.5pp | 80.3%+15.4pp |
| Annual return | 13.17% | 98.13%-85.0pp | 418.34%-405.2pp | 561.29%-548.1pp |
| Employer contribution / active EE | $2,342 | $5,286-55.7% | $4,933-52.5% | $4,660-49.7% |
| Participant deferral / active EE | $6,768 | $8,428-19.7% | $8,070-16.1% | $6,688+1.2% |
| Admin fee / account holder | $5,299 | $15,044-64.8% | $12,998-59.2% | $13,397-60.4% |