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 | $141,037 | $159,901-11.8% | $146,958-4.0% | $145,922-3.3% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 17.45% | 98.13%-80.7pp | 418.34%-400.9pp | 561.29%-543.8pp |
| Employer contribution / active EE | $2,743 | $5,286-48.1% | $4,933-44.4% | $4,660-41.1% |
| Participant deferral / active EE | $7,675 | $8,428-8.9% | $8,070-4.9% | $6,688+14.8% |
| Admin fee / account holder | $10,153 | $15,044-32.5% | $12,998-21.9% | $13,397-24.2% |