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 | $107,646 | $159,901-32.7% | $146,958-26.8% | $145,922-26.2% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 19.77% | 98.13%-78.4pp | 418.34%-398.6pp | 561.29%-541.5pp |
| Employer contribution / active EE | $3,406 | $5,286-35.6% | $4,933-30.9% | $4,660-26.9% |
| Participant deferral / active EE | $9,077 | $8,428+7.7% | $8,070+12.5% | $6,688+35.7% |
| Admin fee / account holder | $6,701 | $15,044-55.5% | $12,998-48.4% | $13,397-50.0% |