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 | $89,910 | $159,901-43.8% | $146,958-38.8% | $145,922-38.4% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.2pp | 80.3%+12.0pp |
| Annual return | 15.42% | 98.13%-82.7pp | 418.34%-402.9pp | 561.29%-545.9pp |
| Employer contribution / active EE | $3,322 | $5,286-37.2% | $4,933-32.7% | $4,660-28.7% |
| Participant deferral / active EE | $6,073 | $8,428-27.9% | $8,070-24.7% | $6,688-9.2% |
| Admin fee / account holder | $5,424 | $15,044-63.9% | $12,998-58.3% | $13,397-59.5% |