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 | $133,495 | $135,635-1.6% | $110,238+21.1% | $135,375-1.4% |
| Participation rate | 95.7% | 83.5%+12.2pp | 79.8%+15.8pp | 82.6%+13.0pp |
| Annual return | 7.42% | 513.19%-505.8pp | 314.74%-307.3pp | 519.73%-512.3pp |
| Employer contribution / active EE | $1,802 | $4,906-63.3% | $3,826-52.9% | $4,779-62.3% |
| Participant deferral / active EE | $3,413 | $5,506-38.0% | $4,672-26.9% | $5,609-39.1% |
| Admin fee / account holder | $32,753 | $11,457+185.9% | $8,547+283.2% | $10,827+202.5% |