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 | $147,559 | $159,901-7.7% | $146,958+0.4% | $145,922+1.1% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 20.29% | 98.13%-77.8pp | 418.34%-398.1pp | 561.29%-541.0pp |
| Employer contribution / active EE | $3,716 | $5,286-29.7% | $4,933-24.7% | $4,660-20.2% |
| Participant deferral / active EE | $6,543 | $8,428-22.4% | $8,070-18.9% | $6,688-2.2% |
| Admin fee / account holder | $621 | $15,044-95.9% | $12,998-95.2% | $13,397-95.4% |