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 | $67,737 | $159,901-57.6% | $146,958-53.9% | $145,922-53.6% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 11.39% | 98.13%-86.7pp | 418.34%-406.9pp | 561.29%-549.9pp |
| Employer contribution / active EE | $3,533 | $5,286-33.2% | $4,933-28.4% | $4,660-24.2% |
| Participant deferral / active EE | $3,464 | $8,428-58.9% | $8,070-57.1% | $6,688-48.2% |
| Admin fee / account holder | $1,247 | $15,044-91.7% | $12,998-90.4% | $13,397-90.7% |