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 | $71,769 | $159,901-55.1% | $146,958-51.2% | $145,922-50.8% |
| Participation rate | 86.4% | 84.0%+2.4pp | 82.2%+4.2pp | 80.3%+6.1pp |
| Annual return | 11.62% | 98.13%-86.5pp | 418.34%-406.7pp | 561.29%-549.7pp |
| Employer contribution / active EE | $1,516 | $5,286-71.3% | $4,933-69.3% | $4,660-67.5% |
| Participant deferral / active EE | $6,654 | $8,428-21.1% | $8,070-17.5% | $6,688-0.5% |
| Admin fee / account holder | $14,850 | $15,044-1.3% | $12,998+14.2% | $13,397+10.8% |