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 | $131,562 | $159,901-17.7% | $146,958-10.5% | $145,922-9.8% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 12.38% | 98.13%-85.8pp | 418.34%-406.0pp | 561.29%-548.9pp |
| Employer contribution / active EE | $3,048 | $5,286-42.3% | $4,933-38.2% | $4,660-34.6% |
| Participant deferral / active EE | $4,522 | $8,428-46.3% | $8,070-44.0% | $6,688-32.4% |
| Admin fee / account holder | $22,592 | $15,044+50.2% | $12,998+73.8% | $13,397+68.6% |