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 | $141,708 | $214,378-33.9% | $200,582-29.4% | $142,382-0.5% |
| Participation rate | 92.9% | 87.4%+5.4pp | 86.9%+6.0pp | 80.1%+12.7pp |
| Annual return | 14.97% | 46.41%-31.4pp | 42.33%-27.4pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,714 | $6,841-74.9% | $6,419-73.3% | $4,299-60.1% |
| Participant deferral / active EE | $16,003 | $9,865+62.2% | $9,331+71.5% | $6,507+145.9% |
| Admin fee / account holder | $3,167 | $17,692-82.1% | $16,305-80.6% | $12,624-74.9% |