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 | $181,428 | $144,119+25.9% | $117,854+53.9% | $147,584+22.9% |
| Participation rate | 95.5% | 83.4%+12.0pp | 79.7%+15.8pp | 82.8%+12.6pp |
| Annual return | 12.59% | 531.15%-518.6pp | 335.08%-322.5pp | 578.55%-566.0pp |
| Employer contribution / active EE | $1,336 | $4,896-72.7% | $3,786-64.7% | $4,876-72.6% |
| Participant deferral / active EE | $4,671 | $5,316-12.1% | $4,482+4.2% | $5,439-14.1% |
| Admin fee / account holder | $601 | $10,886-94.5% | $8,020-92.5% | $10,885-94.5% |