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 | $70,186 | $183,519-61.8% | $155,509-54.9% | $145,922-51.9% |
| Participation rate | 84.2% | 82.7%+1.5pp | 78.2%+6.0pp | 80.3%+3.9pp |
| Annual return | 9.01% | 61.17%-52.2pp | 64.67%-55.7pp | 561.29%-552.3pp |
| Employer contribution / active EE | $8,125 | $5,313+52.9% | $4,672+73.9% | $4,660+74.4% |
| Participant deferral / active EE | $4,087 | $6,462-36.8% | $5,626-27.4% | $6,688-38.9% |
| Admin fee / account holder | $82,507 | $19,313+327.2% | $15,912+418.5% | $13,397+515.9% |