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 | $140,587 | $105,998+32.6% | $92,233+52.4% | $147,584-4.7% |
| Participation rate | 86.4% | 80.4%+6.0pp | 76.5%+9.9pp | 82.8%+3.5pp |
| Annual return | 25.23% | 50.05%-24.8pp | 176.28%-151.0pp | 578.55%-553.3pp |
| Employer contribution / active EE | $2,706 | $4,333-37.6% | $3,679-26.5% | $4,876-44.5% |
| Participant deferral / active EE | $5,724 | $4,478+27.8% | $3,897+46.9% | $5,439+5.2% |
| Admin fee / account holder | $549 | $6,332-91.3% | $5,194-89.4% | $10,885-95.0% |