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 5-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 | $93,282 | $159,901-41.7% | $146,958-36.5% | $145,922-36.1% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.4pp | 80.3%-7.5pp |
| Annual return | 12.13% | 98.13%-86.0pp | 418.34%-406.2pp | 561.29%-549.2pp |
| Employer contribution / active EE | $2,025 | $5,286-61.7% | $4,933-59.0% | $4,660-56.5% |
| Participant deferral / active EE | $7,949 | $8,428-5.7% | $8,070-1.5% | $6,688+18.9% |
| Admin fee / account holder | $23,153 | $15,044+53.9% | $12,998+78.1% | $13,397+72.8% |