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 | $53,965 | $159,901-66.3% | $146,958-63.3% | $145,922-63.0% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.2pp | 80.3%+12.0pp |
| Annual return | 9.94% | 98.13%-88.2pp | 418.34%-408.4pp | 561.29%-551.3pp |
| Employer contribution / active EE | $3,183 | $5,286-39.8% | $4,933-35.5% | $4,660-31.7% |
| Participant deferral / active EE | $5,641 | $8,428-33.1% | $8,070-30.1% | $6,688-15.7% |
| Admin fee / account holder | $514 | $15,044-96.6% | $12,998-96.0% | $13,397-96.2% |