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 | $82,366 | $159,901-48.5% | $146,958-44.0% | $145,922-43.6% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+12.0pp | 80.3%+13.8pp |
| Annual return | 15.49% | 98.13%-82.6pp | 418.34%-402.9pp | 561.29%-545.8pp |
| Employer contribution / active EE | $5,307 | $5,286+0.4% | $4,933+7.6% | $4,660+13.9% |
| Participant deferral / active EE | $9,952 | $8,428+18.1% | $8,070+23.3% | $6,688+48.8% |
| Admin fee / account holder | $204,714 | $15,044+1260.8% | $12,998+1475.0% | $13,397+1428.1% |