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 | $129,229 | $144,119-10.3% | $117,854+9.7% | $147,584-12.4% |
| Participation rate | 90.0% | 83.4%+6.6pp | 79.7%+10.3pp | 82.8%+7.2pp |
| Annual return | 10.25% | 531.15%-520.9pp | 335.08%-324.8pp | 578.55%-568.3pp |
| Employer contribution / active EE | $2,499 | $4,896-49.0% | $3,786-34.0% | $4,876-48.7% |
| Participant deferral / active EE | $3,417 | $5,316-35.7% | $4,482-23.8% | $5,439-37.2% |
| Admin fee / account holder | $1,536 | $10,886-85.9% | $8,020-80.8% | $10,885-85.9% |