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 | $122,742 | $165,335-25.8% | $149,696-18.0% | $158,922-22.8% |
| Participation rate | 94.7% | 84.6%+10.2pp | 82.5%+12.3pp | 82.0%+12.8pp |
| Annual return | 13.14% | 348.15%-335.0pp | 276.60%-263.5pp | 302.83%-289.7pp |
| Employer contribution / active EE | $3,109 | $5,103-39.1% | $4,644-33.1% | $4,761-34.7% |
| Participant deferral / active EE | $2,703 | $7,181-62.4% | $6,842-60.5% | $5,982-54.8% |
| Admin fee / account holder | $26,025 | $10,807+140.8% | $9,309+179.6% | $11,246+131.4% |