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 | $78,793 | $159,901-50.7% | $146,958-46.4% | $145,922-46.0% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 13.07% | 98.13%-85.1pp | 418.34%-405.3pp | 561.29%-548.2pp |
| Employer contribution / active EE | $3,898 | $5,286-26.3% | $4,933-21.0% | $4,660-16.4% |
| Participant deferral / active EE | $9,064 | $8,428+7.5% | $8,070+12.3% | $6,688+35.5% |
| Admin fee / account holder | $19,132 | $15,044+27.2% | $12,998+47.2% | $13,397+42.8% |