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 | $122,298 | $159,901-23.5% | $146,958-16.8% | $145,922-16.2% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 14.83% | 98.13%-83.3pp | 418.34%-403.5pp | 561.29%-546.5pp |
| Employer contribution / active EE | $3,093 | $5,286-41.5% | $4,933-37.3% | $4,660-33.6% |
| Participant deferral / active EE | $14,706 | $8,428+74.5% | $8,070+82.2% | $6,688+119.9% |
| Admin fee / account holder | $27,933 | $15,044+85.7% | $12,998+114.9% | $13,397+108.5% |