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 | $151,390 | $175,202-13.6% | $149,673+1.1% | $139,434+8.6% |
| Participation rate | 91.7% | 83.4%+8.3pp | 78.8%+12.9pp | 80.3%+11.3pp |
| Annual return | 38.30% | 166.71%-128.4pp | 134.42%-96.1pp | 372.94%-334.6pp |
| Employer contribution / active EE | $1,991 | $5,474-63.6% | $4,818-58.7% | $4,751-58.1% |
| Participant deferral / active EE | $7,603 | $6,519+16.6% | $5,680+33.9% | $6,710+13.3% |
| Admin fee / account holder | $376 | $16,150-97.7% | $13,210-97.2% | $11,403-96.7% |