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 3-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 | $137,011 | $148,534-7.8% | $135,903+0.8% | $139,434-1.7% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 12.95% | 79.19%-66.2pp | 68.23%-55.3pp | 372.94%-360.0pp |
| Employer contribution / active EE | $4,643 | $5,243-11.4% | $4,856-4.4% | $4,751-2.3% |
| Participant deferral / active EE | $12,575 | $8,100+55.2% | $7,758+62.1% | $6,710+87.4% |
| Admin fee / account holder | $18,387 | $12,400+48.3% | $10,762+70.9% | $11,403+61.3% |