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 | $64,757 | $159,901-59.5% | $146,958-55.9% | $145,922-55.6% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.5pp |
| Annual return | 12.12% | 98.13%-86.0pp | 418.34%-406.2pp | 561.29%-549.2pp |
| Employer contribution / active EE | $9,293 | $5,286+75.8% | $4,933+88.4% | $4,660+99.4% |
| Participant deferral / active EE | $3,794 | $8,428-55.0% | $8,070-53.0% | $6,688-43.3% |
| Admin fee / account holder | $6,252 | $15,044-58.4% | $12,998-51.9% | $13,397-53.3% |