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 | $171,188 | $183,519-6.7% | $155,509+10.1% | $145,922+17.3% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 10.43% | 61.17%-50.7pp | 64.67%-54.2pp | 561.29%-550.9pp |
| Employer contribution / active EE | $5,384 | $5,313+1.3% | $4,672+15.2% | $4,660+15.5% |
| Participant deferral / active EE | $7,621 | $6,462+17.9% | $5,626+35.5% | $6,688+14.0% |
| Admin fee / account holder | $106,884 | $19,313+453.4% | $15,912+571.7% | $13,397+697.8% |