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 | $126,186 | $159,901-21.1% | $146,958-14.1% | $145,922-13.5% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.2%+11.6pp | 80.3%+13.5pp |
| Annual return | 14.95% | 98.13%-83.2pp | 418.34%-403.4pp | 561.29%-546.3pp |
| Employer contribution / active EE | $1,924 | $5,286-63.6% | $4,933-61.0% | $4,660-58.7% |
| Participant deferral / active EE | $4,666 | $8,428-44.6% | $8,070-42.2% | $6,688-30.2% |
| Admin fee / account holder | $5,223 | $15,044-65.3% | $12,998-59.8% | $13,397-61.0% |