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 | $54,828 | $159,901-65.7% | $146,958-62.7% | $145,922-62.4% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 10.97% | 98.13%-87.2pp | 418.34%-407.4pp | 561.29%-550.3pp |
| Employer contribution / active EE | $3,692 | $5,286-30.2% | $4,933-25.2% | $4,660-20.8% |
| Participant deferral / active EE | $11,714 | $8,428+39.0% | $8,070+45.2% | $6,688+75.2% |
| Admin fee / account holder | $58,033 | $15,044+285.8% | $12,998+346.5% | $13,397+333.2% |