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 | $185,092 | $159,934+15.7% | $147,005+25.9% | $145,959+26.8% |
| Participation rate | 95.8% | 84.0%+11.8pp | 82.2%+13.7pp | 80.3%+15.5pp |
| Annual return | 14.01% | 98.24%-84.2pp | 418.76%-404.8pp | 561.95%-547.9pp |
| Employer contribution / active EE | $4,442 | $5,287-16.0% | $4,934-10.0% | $4,661-4.7% |
| Participant deferral / active EE | $4,990 | $8,427-40.8% | $8,070-38.2% | $6,689-25.4% |
| Admin fee / account holder | $5,109 | $15,053-66.1% | $13,006-60.7% | $13,398-61.9% |