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 | $118,114 | $159,901-26.1% | $146,958-19.6% | $145,922-19.1% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.3pp | 80.3%+1.5pp |
| Annual return | 13.51% | 98.13%-84.6pp | 418.34%-404.8pp | 561.29%-547.8pp |
| Employer contribution / active EE | $3,761 | $5,286-28.8% | $4,933-23.8% | $4,660-19.3% |
| Participant deferral / active EE | $8,819 | $8,428+4.6% | $8,070+9.3% | $6,688+31.9% |
| Admin fee / account holder | $2,986 | $15,044-80.2% | $12,998-77.0% | $13,397-77.7% |