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 | $93,487 | $144,119-35.1% | $117,854-20.7% | $147,584-36.7% |
| Participation rate | 90.9% | 83.4%+7.5pp | 79.7%+11.2pp | 82.8%+8.1pp |
| Annual return | 17.96% | 531.15%-513.2pp | 335.08%-317.1pp | 578.55%-560.6pp |
| Employer contribution / active EE | $4,852 | $4,896-0.9% | $3,786+28.2% | $4,876-0.5% |
| Participant deferral / active EE | $2,700 | $5,316-49.2% | $4,482-39.8% | $5,439-50.4% |
| Admin fee / account holder | $16,265 | $10,886+49.4% | $8,020+102.8% | $10,885+49.4% |