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 | $151,796 | $144,119+5.3% | $117,854+28.8% | $147,584+2.9% |
| Participation rate | 90.0% | 83.4%+6.6pp | 79.7%+10.3pp | 82.8%+7.2pp |
| Annual return | 19.42% | 531.15%-511.7pp | 335.08%-315.7pp | 578.55%-559.1pp |
| Employer contribution / active EE | $2,413 | $4,896-50.7% | $3,786-36.3% | $4,876-50.5% |
| Participant deferral / active EE | $8,468 | $5,316+59.3% | $4,482+88.9% | $5,439+55.7% |
| Admin fee / account holder | $1,579 | $10,886-85.5% | $8,020-80.3% | $10,885-85.5% |