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 | $64,263 | $159,901-59.8% | $146,958-56.3% | $145,922-56.0% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.8pp | 80.3%+10.6pp |
| Annual return | 17.48% | 98.13%-80.7pp | 418.34%-400.9pp | 561.29%-543.8pp |
| Employer contribution / active EE | $4,554 | $5,286-13.9% | $4,933-7.7% | $4,660-2.3% |
| Participant deferral / active EE | $7,140 | $8,428-15.3% | $8,070-11.5% | $6,688+6.8% |
| Admin fee / account holder | $21,356 | $15,044+42.0% | $12,998+64.3% | $13,397+59.4% |