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 | $144,131 | $148,534-3.0% | $135,903+6.1% | $139,434+3.4% |
| Participation rate | 93.3% | 83.9%+9.5pp | 81.9%+11.4pp | 80.3%+13.0pp |
| Annual return | 12.74% | 79.19%-66.5pp | 68.23%-55.5pp | 372.94%-360.2pp |
| Employer contribution / active EE | $7,830 | $5,243+49.4% | $4,856+61.2% | $4,751+64.8% |
| Participant deferral / active EE | $5,088 | $8,100-37.2% | $7,758-34.4% | $6,710-24.2% |
| Admin fee / account holder | $94,994 | $12,400+666.1% | $10,762+782.7% | $11,403+733.1% |