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 | $104,526 | $180,449-42.1% | $154,107-32.2% | $135,375-22.8% |
| Participation rate | 94.1% | 87.4%+6.7pp | 83.0%+11.1pp | 82.6%+11.5pp |
| Annual return | 7.52% | 888.09%-880.6pp | 735.12%-727.6pp | 519.73%-512.2pp |
| Employer contribution / active EE | $2,199 | $6,035-63.6% | $5,298-58.5% | $4,779-54.0% |
| Participant deferral / active EE | $2,152 | $5,806-62.9% | $5,081-57.6% | $5,609-61.6% |
| Admin fee / account holder | $5,952 | $16,143-63.1% | $13,411-55.6% | $10,827-45.0% |