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 | $58,753 | $159,901-63.3% | $146,958-60.0% | $145,922-59.7% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.1pp |
| Annual return | 29.06% | 98.13%-69.1pp | 418.34%-389.3pp | 561.29%-532.2pp |
| Employer contribution / active EE | $3,126 | $5,286-40.9% | $4,933-36.6% | $4,660-32.9% |
| Participant deferral / active EE | $4,831 | $8,428-42.7% | $8,070-40.1% | $6,688-27.8% |
| Admin fee / account holder | $3,505 | $15,044-76.7% | $12,998-73.0% | $13,397-73.8% |