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 | $143,337 | $209,832-31.7% | $189,513-24.4% | $167,490-14.4% |
| Participation rate | 83.3% | 88.7%-5.3pp | 87.8%-4.5pp | 82.1%+1.2pp |
| Annual return | 17.92% | 748.27%-730.4pp | 555.15%-537.2pp | 478.56%-460.6pp |
| Employer contribution / active EE | $3,152 | $6,914-54.4% | $6,162-48.8% | $4,837-34.8% |
| Participant deferral / active EE | $7,306 | $8,935-18.2% | $8,221-11.1% | $6,341+15.2% |
| Admin fee / account holder | $1,260 | $14,293-91.2% | $12,045-89.5% | $12,309-89.8% |