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 | $128,027 | $114,047+12.3% | $96,139+33.2% | $167,490-23.6% |
| Participation rate | 87.5% | 75.1%+12.4pp | 68.4%+19.1pp | 82.1%+5.4pp |
| Annual return | 11.57% | 189.88%-178.3pp | 191.94%-180.4pp | 478.56%-467.0pp |
| Employer contribution / active EE | $2,313 | $3,427-32.5% | $2,797-17.3% | $4,837-52.2% |
| Participant deferral / active EE | $5,847 | $5,194+12.6% | $4,349+34.4% | $6,341-7.8% |
| Admin fee / account holder | $1,063 | $6,897-84.6% | $5,537-80.8% | $12,309-91.4% |