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 | $148,704 | $105,181+41.4% | $159,436-6.7% | $85,850+73.2% |
| Participation rate | 97.6% | 75.8%+21.8pp | 82.8%+14.7pp | 69.3%+28.2pp |
| Annual return | 22.41% | 45.07%-22.7pp | 263.57%-241.2pp | 318.53%-296.1pp |
| Employer contribution / active EE | $958 | $3,318-71.1% | $4,829-80.2% | $2,565-62.6% |
| Participant deferral / active EE | $7,908 | $5,945+33.0% | $7,352+7.6% | $3,952+100.1% |
| Admin fee / account holder | $6,633 | $6,933-4.3% | $10,799-38.6% | $6,260+6.0% |