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 | $137,432 | $202,432-32.1% | $169,368-18.9% | $139,434-1.4% |
| Participation rate | 92.9% | 81.1%+11.8pp | 77.1%+15.7pp | 80.3%+12.5pp |
| Annual return | 18.12% | 531.74%-513.6pp | 405.60%-387.5pp | 372.94%-354.8pp |
| Employer contribution / active EE | $2,807 | $4,692-40.2% | $4,013-30.1% | $4,751-40.9% |
| Participant deferral / active EE | $10,087 | $6,938+45.4% | $6,221+62.1% | $6,710+50.3% |
| Admin fee / account holder | $1,669 | $10,708-84.4% | $9,003-81.5% | $11,403-85.4% |