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 | $95,061 | $159,901-40.6% | $146,958-35.3% | $145,922-34.9% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 11.49% | 98.13%-86.6pp | 418.34%-406.8pp | 561.29%-549.8pp |
| Employer contribution / active EE | $7,344 | $5,286+38.9% | $4,933+48.9% | $4,660+57.6% |
| Participant deferral / active EE | $4,027 | $8,428-52.2% | $8,070-50.1% | $6,688-39.8% |
| Admin fee / account holder | $1,815 | $15,044-87.9% | $12,998-86.0% | $13,397-86.5% |