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 | $76,005 | $159,901-52.5% | $146,958-48.3% | $145,922-47.9% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.8pp | 80.3%+10.6pp |
| Annual return | 12.47% | 98.13%-85.7pp | 418.34%-405.9pp | 561.29%-548.8pp |
| Employer contribution / active EE | $3,263 | $5,286-38.3% | $4,933-33.8% | $4,660-30.0% |
| Participant deferral / active EE | $7,466 | $8,428-11.4% | $8,070-7.5% | $6,688+11.6% |
| Admin fee / account holder | $37,299 | $15,044+147.9% | $12,998+187.0% | $13,397+178.4% |