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 | $150,774 | $144,119+4.6% | $117,854+27.9% | $147,584+2.2% |
| Participation rate | 84.6% | 83.4%+1.2pp | 79.7%+5.0pp | 82.8%+1.8pp |
| Annual return | 17.29% | 531.15%-513.9pp | 335.08%-317.8pp | 578.55%-561.3pp |
| Employer contribution / active EE | $2,282 | $4,896-53.4% | $3,786-39.7% | $4,876-53.2% |
| Participant deferral / active EE | $6,244 | $5,316+17.5% | $4,482+39.3% | $5,439+14.8% |
| Admin fee / account holder | $458 | $10,886-95.8% | $8,020-94.3% | $10,885-95.8% |