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 | $146,706 | $159,901-8.3% | $146,958-0.2% | $145,922+0.5% |
| Participation rate | 95.5% | 84.0%+11.5pp | 82.2%+13.3pp | 80.3%+15.2pp |
| Annual return | 16.40% | 98.13%-81.7pp | 418.34%-401.9pp | 561.29%-544.9pp |
| Employer contribution / active EE | $3,737 | $5,286-29.3% | $4,933-24.3% | $4,660-19.8% |
| Participant deferral / active EE | $10,725 | $8,428+27.3% | $8,070+32.9% | $6,688+60.4% |
| Admin fee / account holder | $12,827 | $15,044-14.7% | $12,998-1.3% | $13,397-4.3% |