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 | $137,509 | $226,064-39.2% | $182,532-24.7% | $152,861-10.0% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.0%+7.7pp | 82.4%+3.3pp |
| Annual return | 16.08% | 192.51%-176.4pp | 148.54%-132.5pp | 345.32%-329.2pp |
| Employer contribution / active EE | $22,611 | $4,978+354.2% | $4,076+454.7% | $4,762+374.8% |
| Participant deferral / active EE | $15,282 | $6,368+140.0% | $5,524+176.6% | $5,850+161.2% |
| Admin fee / account holder | $115,633 | $10,703+980.4% | $8,592+1245.8% | $11,596+897.1% |