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 | $147,665 | $152,587-3.2% | $125,175+18.0% | $152,861-3.4% |
| Participation rate | 88.9% | 83.3%+5.6pp | 79.8%+9.1pp | 82.4%+6.4pp |
| Annual return | 19.59% | 54.84%-35.3pp | 43.79%-24.2pp | 345.32%-325.7pp |
| Employer contribution / active EE | $4,484 | $4,946-9.4% | $3,865+16.0% | $4,762-5.9% |
| Participant deferral / active EE | $11,511 | $5,868+96.2% | $4,937+133.2% | $5,850+96.8% |
| Admin fee / account holder | $30,528 | $13,434+127.2% | $9,702+214.7% | $11,596+163.3% |