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 | $142,332 | $210,648-32.4% | $177,989-20.0% | $145,922-2.5% |
| Participation rate | 91.7% | 80.8%+10.9pp | 77.1%+14.6pp | 80.3%+11.4pp |
| Annual return | 9.95% | 385.86%-375.9pp | 294.48%-284.5pp | 561.29%-551.3pp |
| Employer contribution / active EE | $6,250 | $4,565+36.9% | $3,949+58.3% | $4,660+34.1% |
| Participant deferral / active EE | $13,092 | $6,958+88.2% | $6,276+108.6% | $6,688+95.8% |
| Admin fee / account holder | $3,080 | $12,013-74.4% | $10,363-70.3% | $13,397-77.0% |