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 | $91,397 | $159,901-42.8% | $146,958-37.8% | $145,922-37.4% |
| Participation rate | 95.7% | 84.0%+11.7pp | 82.2%+13.5pp | 80.3%+15.4pp |
| Annual return | 15.08% | 98.13%-83.1pp | 418.34%-403.3pp | 561.29%-546.2pp |
| Employer contribution / active EE | $3,072 | $5,286-41.9% | $4,933-37.7% | $4,660-34.1% |
| Participant deferral / active EE | $6,673 | $8,428-20.8% | $8,070-17.3% | $6,688-0.2% |
| Admin fee / account holder | $24,441 | $15,044+62.5% | $12,998+88.0% | $13,397+82.4% |