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 | $148,420 | $114,381+29.8% | $107,525+38.0% | $142,382+4.2% |
| Participation rate | 89.5% | 78.1%+11.3pp | 75.1%+14.4pp | 80.1%+9.4pp |
| Annual return | 12.66% | 242.71%-230.0pp | 181.32%-168.7pp | 217.08%-204.4pp |
| Employer contribution / active EE | $3,099 | $4,015-22.8% | $3,754-17.4% | $4,299-27.9% |
| Participant deferral / active EE | $5,930 | $5,564+6.6% | $5,116+15.9% | $6,507-8.9% |
| Admin fee / account holder | $71,010 | $9,860+620.2% | $8,919+696.2% | $12,624+462.5% |