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 | $152,669 | $157,256-2.9% | $141,162+8.2% | $152,861-0.1% |
| Participation rate | 93.8% | 84.8%+8.9pp | 82.5%+11.3pp | 82.4%+11.3pp |
| Annual return | 19.07% | 64.32%-45.3pp | 71.39%-52.3pp | 345.32%-326.2pp |
| Employer contribution / active EE | $4,257 | $5,261-19.1% | $4,735-10.1% | $4,762-10.6% |
| Participant deferral / active EE | $6,596 | $7,109-7.2% | $6,709-1.7% | $5,850+12.7% |
| Admin fee / account holder | $27,839 | $12,120+129.7% | $10,261+171.3% | $11,596+140.1% |