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 | $147,492 | $159,901-7.8% | $146,958+0.4% | $145,922+1.1% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.2pp | 80.3%+12.0pp |
| Annual return | 14.88% | 98.13%-83.3pp | 418.34%-403.5pp | 561.29%-546.4pp |
| Employer contribution / active EE | $11,583 | $5,286+119.1% | $4,933+134.8% | $4,660+148.6% |
| Participant deferral / active EE | $7,001 | $8,428-16.9% | $8,070-13.2% | $6,688+4.7% |
| Admin fee / account holder | $14,330 | $15,044-4.7% | $12,998+10.2% | $13,397+7.0% |