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 | $182,021 | $190,805-4.6% | $159,960+13.8% | $134,475+35.4% |
| Participation rate | 77.8% | 81.9%-4.2pp | 78.0%-0.2pp | 81.2%-3.4pp |
| Annual return | 40.86% | 552.23%-511.4pp | 408.60%-367.7pp | 417.96%-377.1pp |
| Employer contribution / active EE | $4,132 | $4,995-17.3% | $4,226-2.2% | $4,740-12.8% |
| Participant deferral / active EE | $10,208 | $6,923+47.5% | $6,182+65.1% | $6,400+59.5% |
| Admin fee / account holder | $386 | $10,471-96.3% | $8,698-95.6% | $11,426-96.6% |