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 4-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 | $138,233 | $201,259-31.3% | $184,200-25.0% | $145,959-5.3% |
| Participation rate | 91.7% | 87.5%+4.2pp | 86.8%+4.8pp | 80.3%+11.4pp |
| Annual return | 18.45% | 28.98%-10.5pp | 28.80%-10.3pp | 561.95%-543.5pp |
| Employer contribution / active EE | $3,391 | $7,018-51.7% | $6,424-47.2% | $4,661-27.2% |
| Participant deferral / active EE | $5,655 | $9,806-42.3% | $9,132-38.1% | $6,689-15.5% |
| Admin fee / account holder | $7,223 | $16,372-55.9% | $13,907-48.1% | $13,398-46.1% |