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 | $176,726 | $159,901+10.5% | $146,958+20.3% | $145,922+21.1% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.8pp | 80.3%+10.6pp |
| Annual return | 10.55% | 98.13%-87.6pp | 418.34%-407.8pp | 561.29%-550.7pp |
| Employer contribution / active EE | $4,012 | $5,286-24.1% | $4,933-18.7% | $4,660-13.9% |
| Participant deferral / active EE | $7,600 | $8,428-9.8% | $8,070-5.8% | $6,688+13.6% |
| Admin fee / account holder | $435 | $15,044-97.1% | $12,998-96.7% | $13,397-96.7% |