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 | $46,443 | $159,901-71.0% | $146,958-68.4% | $145,922-68.2% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 11.19% | 98.13%-86.9pp | 418.34%-407.2pp | 561.29%-550.1pp |
| Employer contribution / active EE | $3,277 | $5,286-38.0% | $4,933-33.6% | $4,660-29.7% |
| Participant deferral / active EE | $12,602 | $8,428+49.5% | $8,070+56.2% | $6,688+88.4% |
| Admin fee / account holder | $65,845 | $15,044+337.7% | $12,998+406.6% | $13,397+391.5% |