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 | $106,229 | $159,901-33.6% | $146,958-27.7% | $145,922-27.2% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 11.39% | 98.13%-86.7pp | 418.34%-407.0pp | 561.29%-549.9pp |
| Employer contribution / active EE | $7,841 | $5,286+48.3% | $4,933+59.0% | $4,660+68.3% |
| Participant deferral / active EE | $7,097 | $8,428-15.8% | $8,070-12.1% | $6,688+6.1% |
| Admin fee / account holder | $1,581 | $15,044-89.5% | $12,998-87.8% | $13,397-88.2% |