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 | $117,585 | $159,901-26.5% | $146,958-20.0% | $145,922-19.4% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+12.0pp | 80.3%+13.8pp |
| Annual return | 12.48% | 98.13%-85.7pp | 418.34%-405.9pp | 561.29%-548.8pp |
| Employer contribution / active EE | $3,485 | $5,286-34.1% | $4,933-29.3% | $4,660-25.2% |
| Participant deferral / active EE | $7,984 | $8,428-5.3% | $8,070-1.1% | $6,688+19.4% |
| Admin fee / account holder | $1,411 | $15,044-90.6% | $12,998-89.1% | $13,397-89.5% |