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 | $206,271 | $217,402-5.1% | $185,823+11.0% | $167,490+23.2% |
| Participation rate | 90.9% | 86.0%+4.9pp | 81.7%+9.2pp | 82.1%+8.8pp |
| Annual return | 9.70% | 148.36%-138.7pp | 122.05%-112.3pp | 478.56%-468.9pp |
| Employer contribution / active EE | $2,393 | $5,873-59.2% | $5,167-53.7% | $4,837-50.5% |
| Participant deferral / active EE | $4,591 | $6,356-27.8% | $5,568-17.5% | $6,341-27.6% |
| Admin fee / account holder | $143,198 | $19,811+622.8% | $16,237+781.9% | $12,309+1063.4% |