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 | $224,196 | $176,056+27.3% | $159,436+40.6% | $167,490+33.9% |
| Participation rate | 93.3% | 84.9%+8.4pp | 82.8%+10.5pp | 82.1%+11.2pp |
| Annual return | 13.94% | 331.75%-317.8pp | 263.57%-249.6pp | 478.56%-464.6pp |
| Employer contribution / active EE | $3,587 | $5,297-32.3% | $4,829-25.7% | $4,837-25.9% |
| Participant deferral / active EE | $7,534 | $7,750-2.8% | $7,352+2.5% | $6,341+18.8% |
| Admin fee / account holder | $976 | $12,554-92.2% | $10,799-91.0% | $12,309-92.1% |