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 | $93,509 | $159,901-41.5% | $146,958-36.4% | $145,922-35.9% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 23.46% | 98.13%-74.7pp | 418.34%-394.9pp | 561.29%-537.8pp |
| Employer contribution / active EE | $1,499 | $5,286-71.6% | $4,933-69.6% | $4,660-67.8% |
| Participant deferral / active EE | $3,197 | $8,428-62.1% | $8,070-60.4% | $6,688-52.2% |
| Admin fee / account holder | $1,150 | $15,044-92.4% | $12,998-91.2% | $13,397-91.4% |