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 | $156,874 | $159,901-1.9% | $146,958+6.7% | $145,922+7.5% |
| Participation rate | 90.5% | 84.0%+6.5pp | 82.2%+8.3pp | 80.3%+10.2pp |
| Annual return | 15.82% | 98.13%-82.3pp | 418.34%-402.5pp | 561.29%-545.5pp |
| Employer contribution / active EE | $5,834 | $5,286+10.4% | $4,933+18.3% | $4,660+25.2% |
| Participant deferral / active EE | $15,160 | $8,428+79.9% | $8,070+87.9% | $6,688+126.7% |
| Admin fee / account holder | $3,706 | $15,044-75.4% | $12,998-71.5% | $13,397-72.3% |