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 | $147,204 | $180,449-18.4% | $154,107-4.5% | $135,375+8.7% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | 6.19% | 888.09%-881.9pp | 735.12%-728.9pp | 519.73%-513.5pp |
| Employer contribution / active EE | $2,372 | $6,035-60.7% | $5,298-55.2% | $4,779-50.4% |
| Participant deferral / active EE | $6,909 | $5,806+19.0% | $5,081+36.0% | $5,609+23.2% |
| Admin fee / account holder | $803 | $16,143-95.0% | $13,411-94.0% | $10,827-92.6% |