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 | $159,934-23.5% | $147,005-16.8% | $145,959-16.2% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 14.83% | 98.24%-83.4pp | 418.76%-403.9pp | 561.95%-547.1pp |
| Employer contribution / active EE | $3,093 | $5,287-41.5% | $4,934-37.3% | $4,661-33.6% |
| Participant deferral / active EE | $14,706 | $8,427+74.5% | $8,070+82.2% | $6,689+119.9% |
| Admin fee / account holder | $27,933 | $15,053+85.6% | $13,006+114.8% | $13,398+108.5% |