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 | $145,845 | $157,256-7.3% | $141,162+3.3% | $152,861-4.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.94% | 64.32%-40.4pp | 71.39%-47.4pp | 345.32%-321.4pp |
| Employer contribution / active EE | $9,322 | $5,261+77.2% | $4,735+96.9% | $4,762+95.7% |
| Participant deferral / active EE | $18,610 | $7,109+161.8% | $6,709+177.4% | $5,850+218.1% |
| Admin fee / account holder | $36,477 | $12,120+201.0% | $10,261+255.5% | $11,596+214.5% |