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 | $179,830 | $159,901+12.5% | $146,958+22.4% | $145,922+23.2% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+12.0pp | 80.3%+13.8pp |
| Annual return | 17.99% | 98.13%-80.1pp | 418.34%-400.4pp | 561.29%-543.3pp |
| Employer contribution / active EE | $3,283 | $5,286-37.9% | $4,933-33.4% | $4,660-29.5% |
| Participant deferral / active EE | $8,729 | $8,428+3.6% | $8,070+8.2% | $6,688+30.5% |
| Admin fee / account holder | $2,328 | $15,044-84.5% | $12,998-82.1% | $13,397-82.6% |