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 | $147,899 | $144,119+2.6% | $117,854+25.5% | $147,584+0.2% |
| Participation rate | 85.7% | 83.4%+2.3pp | 79.7%+6.1pp | 82.8%+2.9pp |
| Annual return | 15.43% | 531.15%-515.7pp | 335.08%-319.7pp | 578.55%-563.1pp |
| Employer contribution / active EE | $2,936 | $4,896-40.0% | $3,786-22.5% | $4,876-39.8% |
| Participant deferral / active EE | $8,612 | $5,316+62.0% | $4,482+92.2% | $5,439+58.3% |
| Admin fee / account holder | $947 | $10,886-91.3% | $8,020-88.2% | $10,885-91.3% |