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 | $176,013 | $165,335+6.5% | $149,696+17.6% | $158,922+10.8% |
| Participation rate | 95.0% | 84.6%+10.4pp | 82.5%+12.5pp | 82.0%+13.0pp |
| Annual return | 13.06% | 348.15%-335.1pp | 276.60%-263.5pp | 302.83%-289.8pp |
| Employer contribution / active EE | $8,216 | $5,103+61.0% | $4,644+76.9% | $4,761+72.6% |
| Participant deferral / active EE | $6,632 | $7,181-7.7% | $6,842-3.1% | $5,982+10.9% |
| Admin fee / account holder | $11,248 | $10,807+4.1% | $9,309+20.8% | $11,2460% |