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 | $97,779 | $159,901-38.8% | $146,958-33.5% | $145,922-33.0% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 17.86% | 98.13%-80.3pp | 418.34%-400.5pp | 561.29%-543.4pp |
| Employer contribution / active EE | $4,823 | $5,286-8.8% | $4,933-2.2% | $4,660+3.5% |
| Participant deferral / active EE | $12,582 | $8,428+49.3% | $8,070+55.9% | $6,688+88.1% |
| Admin fee / account holder | $5,132 | $15,044-65.9% | $12,998-60.5% | $13,397-61.7% |