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 | $209,971 | $159,901+31.3% | $146,958+42.9% | $145,922+43.9% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 13.94% | 98.13%-84.2pp | 418.34%-404.4pp | 561.29%-547.3pp |
| Employer contribution / active EE | $2,644 | $5,286-50.0% | $4,933-46.4% | $4,660-43.2% |
| Participant deferral / active EE | $5,384 | $8,428-36.1% | $8,070-33.3% | $6,688-19.5% |
| Admin fee / account holder | $36,603 | $15,044+143.3% | $12,998+181.6% | $13,397+173.2% |