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 | $51,613 | $159,901-67.7% | $146,958-64.9% | $145,922-64.6% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 13.83% | 98.13%-84.3pp | 418.34%-404.5pp | 561.29%-547.5pp |
| Employer contribution / active EE | $9,757 | $5,286+84.6% | $4,933+97.8% | $4,660+109.4% |
| Participant deferral / active EE | $6,001 | $8,428-28.8% | $8,070-25.6% | $6,688-10.3% |
| Admin fee / account holder | $136,193 | $15,044+805.3% | $12,998+947.8% | $13,397+916.6% |