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 | $78,858 | $159,901-50.7% | $146,958-46.3% | $145,922-46.0% |
| Participation rate | 88.2% | 84.0%+4.2pp | 82.2%+6.1pp | 80.3%+8.0pp |
| Annual return | 12.71% | 98.13%-85.4pp | 418.34%-405.6pp | 561.29%-548.6pp |
| Employer contribution / active EE | $3,993 | $5,286-24.5% | $4,933-19.1% | $4,660-14.3% |
| Participant deferral / active EE | $7,830 | $8,428-7.1% | $8,070-3.0% | $6,688+17.1% |
| Admin fee / account holder | $9,561 | $15,044-36.4% | $12,998-26.4% | $13,397-28.6% |