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 | $149,128 | $157,256-5.2% | $141,162+5.6% | $152,861-2.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 29.50% | 64.32%-34.8pp | 71.39%-41.9pp | 345.32%-315.8pp |
| Employer contribution / active EE | $3,904 | $5,261-25.8% | $4,735-17.5% | $4,762-18.0% |
| Participant deferral / active EE | $9,886 | $7,109+39.1% | $6,709+47.4% | $5,850+69.0% |
| Admin fee / account holder | $10,769 | $12,120-11.1% | $10,261+5.0% | $11,596-7.1% |