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 | $134,020 | $148,534-9.8% | $135,903-1.4% | $139,434-3.9% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 12.40% | 79.19%-66.8pp | 68.23%-55.8pp | 372.94%-360.5pp |
| Employer contribution / active EE | $3,288 | $5,243-37.3% | $4,856-32.3% | $4,751-30.8% |
| Participant deferral / active EE | $15,424 | $8,100+90.4% | $7,758+98.8% | $6,710+129.9% |
| Admin fee / account holder | $4,067 | $12,400-67.2% | $10,762-62.2% | $11,403-64.3% |