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 3-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 | $152,276 | $198,466-23.3% | $170,442-10.7% | $147,584+3.2% |
| Participation rate | 90.9% | 88.0%+2.9pp | 83.6%+7.3pp | 82.8%+8.1pp |
| Annual return | 17.31% | 257.29%-240.0pp | 205.93%-188.6pp | 578.55%-561.2pp |
| Employer contribution / active EE | $8,385 | $6,184+35.6% | $5,433+54.3% | $4,876+71.9% |
| Participant deferral / active EE | $8,025 | $5,629+42.6% | $4,939+62.5% | $5,439+47.6% |
| Admin fee / account holder | $1,388 | $16,852-91.8% | $13,880-90.0% | $10,885-87.2% |