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 | $150,786 | $144,119+4.6% | $117,854+27.9% | $147,584+2.2% |
| Participation rate | 94.4% | 83.4%+11.0pp | 79.7%+14.8pp | 82.8%+11.6pp |
| Annual return | 18.44% | 531.15%-512.7pp | 335.08%-316.6pp | 578.55%-560.1pp |
| Employer contribution / active EE | $4,764 | $4,896-2.7% | $3,786+25.8% | $4,876-2.3% |
| Participant deferral / active EE | $10,341 | $5,316+94.5% | $4,482+130.7% | $5,439+90.1% |
| Admin fee / account holder | $3,412 | $10,886-68.7% | $8,020-57.5% | $10,885-68.7% |