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 | $143,674 | $112,881+27.3% | $90,951+58.0% | $158,922-9.6% |
| Participation rate | 94.1% | 74.7%+19.4pp | 69.0%+25.1pp | 82.0%+12.2pp |
| Annual return | 10.05% | 215.79%-205.7pp | 134.60%-124.6pp | 302.83%-292.8pp |
| Employer contribution / active EE | $2,485 | $2,893-14.1% | $2,122+17.1% | $4,761-47.8% |
| Participant deferral / active EE | $5,950 | $4,128+44.2% | $3,373+76.4% | $5,982-0.5% |
| Admin fee / account holder | $923 | $8,041-88.5% | $5,959-84.5% | $11,246-91.8% |