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 | $121,773 | $159,901-23.8% | $146,958-17.1% | $145,922-16.5% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.1pp |
| Annual return | 14.45% | 98.13%-83.7pp | 418.34%-403.9pp | 561.29%-546.8pp |
| Employer contribution / active EE | $2,492 | $5,286-52.9% | $4,933-49.5% | $4,660-46.5% |
| Participant deferral / active EE | $5,361 | $8,428-36.4% | $8,070-33.6% | $6,688-19.8% |
| Admin fee / account holder | $15,297 | $15,044+1.7% | $12,998+17.7% | $13,397+14.2% |