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 | $128,173 | $159,901-19.8% | $146,958-12.8% | $145,922-12.2% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.5pp |
| Annual return | 10.96% | 98.13%-87.2pp | 418.34%-407.4pp | 561.29%-550.3pp |
| Employer contribution / active EE | $2,625 | $5,286-50.3% | $4,933-46.8% | $4,660-43.7% |
| Participant deferral / active EE | $7,181 | $8,428-14.8% | $8,070-11.0% | $6,688+7.4% |
| Admin fee / account holder | $46,157 | $15,044+206.8% | $12,998+255.1% | $13,397+244.5% |