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 | $151,783 | $157,256-3.5% | $141,162+7.5% | $152,861-0.7% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.4%+9.2pp |
| Annual return | 21.78% | 64.32%-42.5pp | 71.39%-49.6pp | 345.32%-323.5pp |
| Employer contribution / active EE | $7,042 | $5,261+33.9% | $4,735+48.7% | $4,762+47.9% |
| Participant deferral / active EE | $10,395 | $7,109+46.2% | $6,709+54.9% | $5,850+77.7% |
| Admin fee / account holder | $6,700 | $12,120-44.7% | $10,261-34.7% | $11,596-42.2% |