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 | $125,843 | $105,126+19.7% | $94,646+33.0% | $139,434-9.7% |
| Participation rate | 90.9% | 82.4%+8.6pp | 80.8%+10.1pp | 80.3%+10.6pp |
| Annual return | 14.94% | 38.03%-23.1pp | 156.71%-141.8pp | 372.94%-358.0pp |
| Employer contribution / active EE | $3,671 | $4,106-10.6% | $3,6720% | $4,751-22.7% |
| Participant deferral / active EE | $6,362 | $7,599-16.3% | $7,418-14.2% | $6,710-5.2% |
| Admin fee / account holder | $552 | $8,984-93.9% | $7,231-92.4% | $11,403-95.2% |