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 | $169,024 | $202,432-16.5% | $169,368-0.2% | $139,434+21.2% |
| Participation rate | 85.7% | 81.1%+4.6pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 13.66% | 531.74%-518.1pp | 405.60%-391.9pp | 372.94%-359.3pp |
| Employer contribution / active EE | $2,530 | $4,692-46.1% | $4,013-37.0% | $4,751-46.7% |
| Participant deferral / active EE | $10,879 | $6,938+56.8% | $6,221+74.9% | $6,710+62.1% |
| Admin fee / account holder | $50,118 | $10,708+368.0% | $9,003+456.7% | $11,403+339.5% |