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 | $248,005 | $159,901+55.1% | $146,958+68.8% | $145,922+70.0% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 13.93% | 98.13%-84.2pp | 418.34%-404.4pp | 561.29%-547.4pp |
| Employer contribution / active EE | $4,124 | $5,286-22.0% | $4,933-16.4% | $4,660-11.5% |
| Participant deferral / active EE | $6,033 | $8,428-28.4% | $8,070-25.2% | $6,688-9.8% |
| Admin fee / account holder | $5,172 | $15,044-65.6% | $12,998-60.2% | $13,397-61.4% |