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 | $159,755 | $210,648-24.2% | $177,989-10.2% | $145,922+9.5% |
| Participation rate | 91.7% | 80.8%+10.9pp | 77.1%+14.6pp | 80.3%+11.4pp |
| Annual return | 14.49% | 385.86%-371.4pp | 294.48%-280.0pp | 561.29%-546.8pp |
| Employer contribution / active EE | $2,429 | $4,565-46.8% | $3,949-38.5% | $4,660-47.9% |
| Participant deferral / active EE | $7,112 | $6,958+2.2% | $6,276+13.3% | $6,688+6.3% |
| Admin fee / account holder | $1,153 | $12,013-90.4% | $10,363-88.9% | $13,397-91.4% |