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 | $52,879 | $114,381-53.8% | $107,525-50.8% | $142,382-62.9% |
| Participation rate | 86.7% | 78.1%+8.5pp | 75.1%+11.6pp | 80.1%+6.5pp |
| Annual return | 14.89% | 242.71%-227.8pp | 181.32%-166.4pp | 217.08%-202.2pp |
| Employer contribution / active EE | $11,204 | $4,015+179.1% | $3,754+198.5% | $4,299+160.6% |
| Participant deferral / active EE | $5,909 | $5,564+6.2% | $5,116+15.5% | $6,507-9.2% |
| Admin fee / account holder | $6,146 | $9,860-37.7% | $8,919-31.1% | $12,624-51.3% |