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 | $78,958 | $102,966-23.3% | $90,281-12.5% | $152,861-48.3% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.4%+0.9pp |
| Annual return | 19.99% | 95.16%-75.2pp | 78.10%-58.1pp | 345.32%-325.3pp |
| Employer contribution / active EE | $1,161 | $3,139-63.0% | $2,854-59.3% | $4,762-75.6% |
| Participant deferral / active EE | $1,813 | $4,281-57.7% | $3,885-53.3% | $5,850-69.0% |
| Admin fee / account holder | $2,476 | $6,171-59.9% | $5,351-53.7% | $11,596-78.6% |