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 | $188,153 | $159,901+17.7% | $146,958+28.0% | $145,922+28.9% |
| Participation rate | 95.8% | 84.0%+11.8pp | 82.2%+13.7pp | 80.3%+15.6pp |
| Annual return | 13.93% | 98.13%-84.2pp | 418.34%-404.4pp | 561.29%-547.4pp |
| Employer contribution / active EE | $3,691 | $5,286-30.2% | $4,933-25.2% | $4,660-20.8% |
| Participant deferral / active EE | $9,108 | $8,428+8.1% | $8,070+12.9% | $6,688+36.2% |
| Admin fee / account holder | $6,161 | $15,044-59.0% | $12,998-52.6% | $13,397-54.0% |