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 | $88,620 | $183,963-51.8% | $162,163-45.4% | $152,861-42.0% |
| Participation rate | 95.0% | 88.5%+6.5pp | 87.6%+7.4pp | 82.4%+12.6pp |
| Annual return | 14.51% | 150.76%-136.3pp | 115.59%-101.1pp | 345.32%-330.8pp |
| Employer contribution / active EE | $2,526 | $6,371-60.4% | $5,614-55.0% | $4,762-47.0% |
| Participant deferral / active EE | $6,863 | $8,034-14.6% | $7,298-6.0% | $5,850+17.3% |
| Admin fee / account holder | $515 | $13,121-96.1% | $10,843-95.2% | $11,596-95.6% |