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 | $67,602 | $159,901-57.7% | $146,958-54.0% | $145,922-53.7% |
| Participation rate | 95.5% | 84.0%+11.5pp | 82.2%+13.3pp | 80.3%+15.2pp |
| Annual return | 12.16% | 98.13%-86.0pp | 418.34%-406.2pp | 561.29%-549.1pp |
| Employer contribution / active EE | $5,497 | $5,286+4.0% | $4,933+11.4% | $4,660+18.0% |
| Participant deferral / active EE | $5,910 | $8,428-29.9% | $8,070-26.8% | $6,688-11.6% |
| Admin fee / account holder | $52,563 | $15,044+249.4% | $12,998+304.4% | $13,397+292.4% |