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 | $152,856 | $176,812-13.5% | $146,665+4.2% | $167,490-8.7% |
| Participation rate | 91.7% | 83.6%+8.1pp | 80.1%+11.6pp | 82.1%+9.6pp |
| Annual return | 13.35% | 24.03%-10.7pp | 22.74%-9.4pp | 478.56%-465.2pp |
| Employer contribution / active EE | $2,435 | $5,160-52.8% | $4,136-41.1% | $4,837-49.7% |
| Participant deferral / active EE | $9,422 | $6,440+46.3% | $5,506+71.1% | $6,341+48.6% |
| Admin fee / account holder | $698 | $13,259-94.7% | $10,280-93.2% | $12,309-94.3% |