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 | $188,761 | $175,202+7.7% | $149,673+26.1% | $139,434+35.4% |
| Participation rate | 95.7% | 83.4%+12.3pp | 78.8%+16.9pp | 80.3%+15.3pp |
| Annual return | 15.60% | 166.71%-151.1pp | 134.42%-118.8pp | 372.94%-357.3pp |
| Employer contribution / active EE | $2,609 | $5,474-52.3% | $4,818-45.9% | $4,751-45.1% |
| Participant deferral / active EE | $5,099 | $6,519-21.8% | $5,680-10.2% | $6,710-24.0% |
| Admin fee / account holder | $2,767 | $16,150-82.9% | $13,210-79.1% | $11,403-75.7% |