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 | $128,874 | $159,901-19.4% | $146,958-12.3% | $145,922-11.7% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.8pp | 80.3%+10.6pp |
| Annual return | 14.70% | 98.13%-83.4pp | 418.34%-403.6pp | 561.29%-546.6pp |
| Employer contribution / active EE | $3,664 | $5,286-30.7% | $4,933-25.7% | $4,660-21.4% |
| Participant deferral / active EE | $8,238 | $8,428-2.3% | $8,070+2.1% | $6,688+23.2% |
| Admin fee / account holder | $6,536 | $15,044-56.6% | $12,998-49.7% | $13,397-51.2% |