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 | $130,671 | $159,901-18.3% | $146,958-11.1% | $145,922-10.5% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 10.67% | 98.13%-87.5pp | 418.34%-407.7pp | 561.29%-550.6pp |
| Employer contribution / active EE | $3,036 | $5,286-42.6% | $4,933-38.4% | $4,660-34.8% |
| Participant deferral / active EE | $12,982 | $8,428+54.0% | $8,070+60.9% | $6,688+94.1% |
| Admin fee / account holder | $2,092 | $15,044-86.1% | $12,998-83.9% | $13,397-84.4% |