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 | $138,334 | $202,432-31.7% | $169,368-18.3% | $139,434-0.8% |
| Participation rate | 90.0% | 81.1%+8.9pp | 77.1%+12.9pp | 80.3%+9.7pp |
| Annual return | 19.84% | 531.74%-511.9pp | 405.60%-385.8pp | 372.94%-353.1pp |
| Employer contribution / active EE | $1,408 | $4,692-70.0% | $4,013-64.9% | $4,751-70.4% |
| Participant deferral / active EE | $4,414 | $6,938-36.4% | $6,221-29.1% | $6,710-34.2% |
| Admin fee / account holder | $1,115 | $10,708-89.6% | $9,003-87.6% | $11,403-90.2% |