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 | $180,433 | $159,901+12.8% | $146,958+22.8% | $145,922+23.7% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.2%+11.6pp | 80.3%+13.5pp |
| Annual return | 11.48% | 98.13%-86.7pp | 418.34%-406.9pp | 561.29%-549.8pp |
| Employer contribution / active EE | $7,304 | $5,286+38.2% | $4,933+48.1% | $4,660+56.7% |
| Participant deferral / active EE | $10,316 | $8,428+22.4% | $8,070+27.8% | $6,688+54.3% |
| Admin fee / account holder | $8,383 | $15,044-44.3% | $12,998-35.5% | $13,397-37.4% |