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 | $91,056 | $159,901-43.1% | $146,958-38.0% | $145,922-37.6% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.2pp | 80.3%+12.0pp |
| Annual return | 17.78% | 98.13%-80.4pp | 418.34%-400.6pp | 561.29%-543.5pp |
| Employer contribution / active EE | $5,758 | $5,286+8.9% | $4,933+16.7% | $4,660+23.6% |
| Participant deferral / active EE | $10,910 | $8,428+29.4% | $8,070+35.2% | $6,688+63.1% |
| Admin fee / account holder | $890 | $15,044-94.1% | $12,998-93.2% | $13,397-93.4% |