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 | $142,243 | $171,865-17.2% | $149,718-5.0% | $147,584-3.6% |
| Participation rate | 90.9% | 88.2%+2.7pp | 87.1%+3.8pp | 82.8%+8.1pp |
| Annual return | 19.18% | 2113.22%-2094.0pp | 1501.63%-1482.4pp | 578.55%-559.4pp |
| Employer contribution / active EE | $5,161 | $6,275-17.8% | $5,445-5.2% | $4,876+5.8% |
| Participant deferral / active EE | $10,142 | $7,271+39.5% | $6,569+54.4% | $5,439+86.5% |
| Admin fee / account holder | $3,956 | $13,799-71.3% | $11,283-64.9% | $10,885-63.7% |