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 | $124,973 | $114,381+9.3% | $107,525+16.2% | $142,382-12.2% |
| Participation rate | 93.8% | 78.1%+15.6pp | 75.1%+18.7pp | 80.1%+13.6pp |
| Annual return | 15.64% | 242.71%-227.1pp | 181.32%-165.7pp | 217.08%-201.4pp |
| Employer contribution / active EE | $9,054 | $4,015+125.5% | $3,754+141.2% | $4,299+110.6% |
| Participant deferral / active EE | $9,684 | $5,564+74.0% | $5,116+89.3% | $6,507+48.8% |
| Admin fee / account holder | $1,479 | $9,860-85.0% | $8,919-83.4% | $12,624-88.3% |