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 | $136,787 | $148,534-7.9% | $135,903+0.7% | $139,434-1.9% |
| Participation rate | 95.5% | 83.9%+11.6pp | 81.9%+13.5pp | 80.3%+15.1pp |
| Annual return | 18.50% | 79.19%-60.7pp | 68.23%-49.7pp | 372.94%-354.4pp |
| Employer contribution / active EE | $1,481 | $5,243-71.8% | $4,856-69.5% | $4,751-68.8% |
| Participant deferral / active EE | $13,818 | $8,100+70.6% | $7,758+78.1% | $6,710+105.9% |
| Admin fee / account holder | $358 | $12,400-97.1% | $10,762-96.7% | $11,403-96.9% |