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 | $139,292 | $175,202-20.5% | $149,673-6.9% | $139,434-0.1% |
| Participation rate | 90.5% | 83.4%+7.1pp | 78.8%+11.7pp | 80.3%+10.2pp |
| Annual return | 16.13% | 166.71%-150.6pp | 134.42%-118.3pp | 372.94%-356.8pp |
| Employer contribution / active EE | $2,083 | $5,474-61.9% | $4,818-56.8% | $4,751-56.2% |
| Participant deferral / active EE | $4,638 | $6,519-28.8% | $5,680-18.3% | $6,710-30.9% |
| Admin fee / account holder | $553 | $16,150-96.6% | $13,210-95.8% | $11,403-95.1% |