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 | $58,978 | $159,901-63.1% | $146,958-59.9% | $145,922-59.6% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.2%+12.8pp | 80.3%+14.7pp |
| Annual return | 14.08% | 98.13%-84.0pp | 418.34%-404.3pp | 561.29%-547.2pp |
| Employer contribution / active EE | $2,076 | $5,286-60.7% | $4,933-57.9% | $4,660-55.5% |
| Participant deferral / active EE | $9,740 | $8,428+15.6% | $8,070+20.7% | $6,688+45.6% |
| Admin fee / account holder | $592 | $15,044-96.1% | $12,998-95.4% | $13,397-95.6% |