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 | $52,789 | $159,901-67.0% | $146,958-64.1% | $145,922-63.8% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.2%+7.3pp | 80.3%+9.2pp |
| Annual return | 15.65% | 98.13%-82.5pp | 418.34%-402.7pp | 561.29%-545.6pp |
| Employer contribution / active EE | $4,951 | $5,286-6.3% | $4,933+0.4% | $4,660+6.3% |
| Participant deferral / active EE | $9,055 | $8,428+7.4% | $8,070+12.2% | $6,688+35.4% |
| Admin fee / account holder | $5,159 | $15,044-65.7% | $12,998-60.3% | $13,397-61.5% |