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 | $144,441 | $126,574+14.1% | $106,213+36.0% | $145,922-1.0% |
| Participation rate | 95.2% | 77.6%+17.6pp | 75.3%+20.0pp | 80.3%+15.0pp |
| Annual return | 12.20% | 224.79%-212.6pp | 116.14%-103.9pp | 561.29%-549.1pp |
| Employer contribution / active EE | $2,963 | $3,730-20.6% | $3,171-6.6% | $4,660-36.4% |
| Participant deferral / active EE | $6,877 | $5,724+20.2% | $5,016+37.1% | $6,688+2.8% |
| Admin fee / account holder | $526 | $17,304-97.0% | $11,033-95.2% | $13,397-96.1% |