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 | $150,240 | $111,535+34.7% | $105,223+42.8% | $137,256+9.5% |
| Participation rate | 94.1% | 78.1%+16.0pp | 75.0%+19.1pp | 80.0%+14.2pp |
| Annual return | 15.56% | 237.85%-222.3pp | 180.65%-165.1pp | 220.34%-204.8pp |
| Employer contribution / active EE | $2,652 | $3,939-32.7% | $3,689-28.1% | $4,156-36.2% |
| Participant deferral / active EE | $4,936 | $5,500-10.3% | $5,072-2.7% | $6,407-23.0% |
| Admin fee / account holder | $4,825 | $9,721-50.4% | $8,859-45.5% | $12,270-60.7% |