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 | $96,594 | $159,901-39.6% | $146,958-34.3% | $145,922-33.8% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.1pp |
| Annual return | 13.75% | 98.13%-84.4pp | 418.34%-404.6pp | 561.29%-547.5pp |
| Employer contribution / active EE | $5,328 | $5,286+0.8% | $4,933+8.0% | $4,660+14.3% |
| Participant deferral / active EE | $15,500 | $8,428+83.9% | $8,070+92.1% | $6,688+131.8% |
| Admin fee / account holder | $25,890 | $15,044+72.1% | $12,998+99.2% | $13,397+93.3% |