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 | $139,536 | $175,202-20.4% | $149,673-6.8% | $139,434+0.1% |
| Participation rate | 94.4% | 83.4%+11.1pp | 78.8%+15.7pp | 80.3%+14.1pp |
| Annual return | 16.60% | 166.71%-150.1pp | 134.42%-117.8pp | 372.94%-356.3pp |
| Employer contribution / active EE | $2,695 | $5,474-50.8% | $4,818-44.1% | $4,751-43.3% |
| Participant deferral / active EE | $7,550 | $6,519+15.8% | $5,680+32.9% | $6,710+12.5% |
| Admin fee / account holder | $638 | $16,150-96.1% | $13,210-95.2% | $11,403-94.4% |