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 | $78,602 | $159,901-50.8% | $146,958-46.5% | $145,922-46.1% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 13.51% | 98.13%-84.6pp | 418.34%-404.8pp | 561.29%-547.8pp |
| Employer contribution / active EE | $3,795 | $5,286-28.2% | $4,933-23.1% | $4,660-18.6% |
| Participant deferral / active EE | $8,049 | $8,428-4.5% | $8,070-0.3% | $6,688+20.3% |
| Admin fee / account holder | $616 | $15,044-95.9% | $12,998-95.3% | $13,397-95.4% |