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 | $147,556 | $157,256-6.2% | $141,162+4.5% | $152,861-3.5% |
| Participation rate | 95.0% | 84.8%+10.2pp | 82.5%+12.5pp | 82.4%+12.6pp |
| Annual return | 23.14% | 64.32%-41.2pp | 71.39%-48.3pp | 345.32%-322.2pp |
| Employer contribution / active EE | $4,297 | $5,261-18.3% | $4,735-9.3% | $4,762-9.8% |
| Participant deferral / active EE | $12,278 | $7,109+72.7% | $6,709+83.0% | $5,850+109.9% |
| Admin fee / account holder | $13,647 | $12,120+12.6% | $10,261+33.0% | $11,596+17.7% |