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 | $144,574 | $157,256-8.1% | $141,162+2.4% | $152,861-5.4% |
| Participation rate | 95.7% | 84.8%+10.8pp | 82.5%+13.2pp | 82.4%+13.2pp |
| Annual return | 22.97% | 64.32%-41.4pp | 71.39%-48.4pp | 345.32%-322.3pp |
| Employer contribution / active EE | $3,529 | $5,261-32.9% | $4,735-25.5% | $4,762-25.9% |
| Participant deferral / active EE | $6,992 | $7,109-1.7% | $6,709+4.2% | $5,850+19.5% |
| Admin fee / account holder | $25,576 | $12,120+111.0% | $10,261+149.3% | $11,596+120.6% |