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 | $54,954 | $159,934-65.6% | $147,005-62.6% | $145,959-62.3% |
| Participation rate | 90.5% | 84.0%+6.5pp | 82.2%+8.3pp | 80.3%+10.2pp |
| Annual return | 16.59% | 98.24%-81.7pp | 418.76%-402.2pp | 561.95%-545.4pp |
| Employer contribution / active EE | $3,875 | $5,287-26.7% | $4,934-21.5% | $4,661-16.9% |
| Participant deferral / active EE | $7,969 | $8,427-5.4% | $8,070-1.2% | $6,689+19.2% |
| Admin fee / account holder | $42,473 | $15,053+182.1% | $13,006+226.6% | $13,398+217.0% |