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 | $78,797 | $159,901-50.7% | $146,958-46.4% | $145,922-46.0% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 15.62% | 98.13%-82.5pp | 418.34%-402.7pp | 561.29%-545.7pp |
| Employer contribution / active EE | $3,676 | $5,286-30.5% | $4,933-25.5% | $4,660-21.1% |
| Participant deferral / active EE | $9,125 | $8,428+8.3% | $8,070+13.1% | $6,688+36.4% |
| Admin fee / account holder | $27,538 | $15,044+83.1% | $12,998+111.9% | $13,397+105.6% |