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 | $132,419 | $180,449-26.6% | $154,107-14.1% | $135,375-2.2% |
| Participation rate | 93.8% | 87.4%+6.3pp | 83.0%+10.7pp | 82.6%+11.1pp |
| Annual return | 1.40% | 888.09%-886.7pp | 735.12%-733.7pp | 519.73%-518.3pp |
| Employer contribution / active EE | $3,117 | $6,035-48.4% | $5,298-41.2% | $4,779-34.8% |
| Participant deferral / active EE | $9,325 | $5,806+60.6% | $5,081+83.5% | $5,609+66.3% |
| Admin fee / account holder | $26,452 | $16,143+63.9% | $13,411+97.2% | $10,827+144.3% |