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 | $89,716 | $159,901-43.9% | $146,958-39.0% | $145,922-38.5% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 10.13% | 98.13%-88.0pp | 418.34%-408.2pp | 561.29%-551.2pp |
| Employer contribution / active EE | $1,990 | $5,286-62.4% | $4,933-59.7% | $4,660-57.3% |
| Participant deferral / active EE | $10,824 | $8,428+28.4% | $8,070+34.1% | $6,688+61.8% |
| Admin fee / account holder | $364 | $15,044-97.6% | $12,998-97.2% | $13,397-97.3% |