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 | $147,065 | $175,202-16.1% | $149,673-1.7% | $139,434+5.5% |
| Participation rate | 90.5% | 83.4%+7.1pp | 78.8%+11.7pp | 80.3%+10.2pp |
| Annual return | 18.44% | 166.71%-148.3pp | 134.42%-116.0pp | 372.94%-354.5pp |
| Employer contribution / active EE | $4,111 | $5,474-24.9% | $4,818-14.7% | $4,751-13.5% |
| Participant deferral / active EE | $7,487 | $6,519+14.9% | $5,680+31.8% | $6,710+11.6% |
| Admin fee / account holder | $541 | $16,150-96.6% | $13,210-95.9% | $11,403-95.3% |