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 | $139,635 | $209,411-33.3% | $178,490-21.8% | $158,922-12.1% |
| Participation rate | 93.3% | 86.3%+7.0pp | 81.9%+11.4pp | 82.0%+11.4pp |
| Annual return | 21.87% | 188.75%-166.9pp | 151.07%-129.2pp | 302.83%-281.0pp |
| Employer contribution / active EE | $8,812 | $5,706+54.4% | $5,011+75.9% | $4,761+85.1% |
| Participant deferral / active EE | $5,866 | $5,954-1.5% | $5,202+12.8% | $5,982-1.9% |
| Admin fee / account holder | $10,336 | $17,074-39.5% | $13,984-26.1% | $11,246-8.1% |