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 | $135,663 | $226,064-40.0% | $182,532-25.7% | $152,861-11.3% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.0%+7.7pp | 82.4%+3.3pp |
| Annual return | 27.01% | 192.51%-165.5pp | 148.54%-121.5pp | 345.32%-318.3pp |
| Employer contribution / active EE | $4,247 | $4,978-14.7% | $4,076+4.2% | $4,762-10.8% |
| Participant deferral / active EE | $15,621 | $6,368+145.3% | $5,524+182.8% | $5,850+167.0% |
| Admin fee / account holder | $8,615 | $10,703-19.5% | $8,592+0.3% | $11,596-25.7% |