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 | $146,876 | $144,119+1.9% | $117,854+24.6% | $147,584-0.5% |
| Participation rate | 90.0% | 83.4%+6.6pp | 79.7%+10.3pp | 82.8%+7.2pp |
| Annual return | 17.35% | 531.15%-513.8pp | 335.08%-317.7pp | 578.55%-561.2pp |
| Employer contribution / active EE | $1,118 | $4,896-77.2% | $3,786-70.5% | $4,876-77.1% |
| Participant deferral / active EE | $10,032 | $5,316+88.7% | $4,482+123.8% | $5,439+84.5% |
| Admin fee / account holder | $20,833 | $10,886+91.4% | $8,020+159.8% | $10,885+91.4% |