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 | $211,748 | $217,402-2.6% | $185,823+14.0% | $167,490+26.4% |
| Participation rate | 95.8% | 86.0%+9.8pp | 81.7%+14.1pp | 82.1%+13.7pp |
| Annual return | 16.10% | 148.36%-132.3pp | 122.05%-105.9pp | 478.56%-462.5pp |
| Employer contribution / active EE | $3,398 | $5,873-42.2% | $5,167-34.2% | $4,837-29.8% |
| Participant deferral / active EE | $5,774 | $6,356-9.2% | $5,568+3.7% | $6,341-8.9% |
| Admin fee / account holder | $2,708 | $19,811-86.3% | $16,237-83.3% | $12,309-78.0% |