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 | $142,281 | $111,754+27.3% | $103,333+37.7% | $145,922-2.5% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 24.17% | 24.77%-0.6pp | 24.88%-0.7pp | 561.29%-537.1pp |
| Employer contribution / active EE | $4,064 | $4,212-3.5% | $3,868+5.1% | $4,660-12.8% |
| Participant deferral / active EE | $11,709 | $5,619+108.4% | $5,057+131.5% | $6,688+75.1% |
| Admin fee / account holder | $3,171 | $9,750-67.5% | $8,355-62.0% | $13,397-76.3% |