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 | $155,394 | $165,335-6.0% | $149,696+3.8% | $158,922-2.2% |
| Participation rate | 93.8% | 84.6%+9.2pp | 82.5%+11.3pp | 82.0%+11.8pp |
| Annual return | 19.71% | 348.15%-328.4pp | 276.60%-256.9pp | 302.83%-283.1pp |
| Employer contribution / active EE | $6,938 | $5,103+36.0% | $4,644+49.4% | $4,761+45.7% |
| Participant deferral / active EE | $10,261 | $7,181+42.9% | $6,842+50.0% | $5,982+71.5% |
| Admin fee / account holder | $1,537 | $10,807-85.8% | $9,309-83.5% | $11,246-86.3% |