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 | $159,901+15.8% | $146,958+25.9% | $145,922+26.8% |
| Participation rate | 95.8% | 84.0%+11.8pp | 82.2%+13.7pp | 80.3%+15.6pp |
| Annual return | 14.01% | 98.13%-84.1pp | 418.34%-404.3pp | 561.29%-547.3pp |
| Employer contribution / active EE | $4,442 | $5,286-16.0% | $4,933-9.9% | $4,660-4.7% |
| Participant deferral / active EE | $4,990 | $8,428-40.8% | $8,070-38.2% | $6,688-25.4% |
| Admin fee / account holder | $5,109 | $15,044-66.0% | $12,998-60.7% | $13,397-61.9% |