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 | $138,878 | $102,382+35.6% | $147,005-5.5% | $80,874+71.7% |
| Participation rate | 95.8% | 75.8%+19.9pp | 82.2%+13.6pp | 67.6%+28.1pp |
| Annual return | 49.82% | 134.89%-85.1pp | 418.76%-368.9pp | 35.62%+14.2pp |
| Employer contribution / active EE | $1,981 | $3,715-46.7% | $4,934-59.8% | $2,756-28.1% |
| Participant deferral / active EE | $4,576 | $6,646-31.2% | $8,070-43.3% | $4,297+6.5% |
| Admin fee / account holder | $1,046 | $7,942-86.8% | $13,006-92.0% | $6,935-84.9% |