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 | $155,838 | $157,256-0.9% | $141,162+10.4% | $152,861+1.9% |
| Participation rate | 95.5% | 84.8%+10.6pp | 82.5%+13.0pp | 82.4%+13.0pp |
| Annual return | 20.60% | 64.32%-43.7pp | 71.39%-50.8pp | 345.32%-324.7pp |
| Employer contribution / active EE | $6,783 | $5,261+28.9% | $4,735+43.3% | $4,762+42.4% |
| Participant deferral / active EE | $10,421 | $7,109+46.6% | $6,709+55.3% | $5,850+78.1% |
| Admin fee / account holder | $6,363 | $12,120-47.5% | $10,261-38.0% | $11,596-45.1% |