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 | $69,653 | $159,901-56.4% | $146,958-52.6% | $145,922-52.3% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 13.97% | 98.13%-84.2pp | 418.34%-404.4pp | 561.29%-547.3pp |
| Employer contribution / active EE | $6,276 | $5,286+18.7% | $4,933+27.2% | $4,660+34.7% |
| Participant deferral / active EE | $11,309 | $8,428+34.2% | $8,070+40.1% | $6,688+69.1% |
| Admin fee / account holder | $20,600 | $15,044+36.9% | $12,998+58.5% | $13,397+53.8% |