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 | $35,526 | $159,901-77.8% | $146,958-75.8% | $145,922-75.7% |
| Participation rate | 95.2% | 84.0%+11.2pp | 82.2%+13.1pp | 80.3%+15.0pp |
| Annual return | 10.44% | 98.13%-87.7pp | 418.34%-407.9pp | 561.29%-550.8pp |
| Employer contribution / active EE | $6,485 | $5,286+22.7% | $4,933+31.5% | $4,660+39.2% |
| Participant deferral / active EE | $4,247 | $8,428-49.6% | $8,070-47.4% | $6,688-36.5% |
| Admin fee / account holder | $19,093 | $15,044+26.9% | $12,998+46.9% | $13,397+42.5% |