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 | $196,914 | $202,318-2.7% | $172,739+14.0% | $152,861+28.8% |
| Participation rate | 78.6% | 87.1%-8.5pp | 82.6%-4.1pp | 82.4%-3.9pp |
| Annual return | 18.61% | 1029.65%-1011.0pp | 802.84%-784.2pp | 345.32%-326.7pp |
| Employer contribution / active EE | $2,690 | $5,856-54.1% | $5,143-47.7% | $4,762-43.5% |
| Participant deferral / active EE | $7,709 | $5,948+29.6% | $5,198+48.3% | $5,850+31.8% |
| Admin fee / account holder | $629 | $17,109-96.3% | $13,954-95.5% | $11,596-94.6% |