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 | $244,320 | $159,934+52.8% | $147,005+66.2% | $145,959+67.4% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.5pp |
| Annual return | 15.04% | 98.24%-83.2pp | 418.76%-403.7pp | 561.95%-546.9pp |
| Employer contribution / active EE | $5,859 | $5,287+10.8% | $4,934+18.8% | $4,661+25.7% |
| Participant deferral / active EE | $12,560 | $8,427+49.0% | $8,070+55.6% | $6,689+87.8% |
| Admin fee / account holder | $7,127 | $15,053-52.7% | $13,006-45.2% | $13,398-46.8% |