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 | $204,093 | $202,318+0.9% | $172,739+18.2% | $152,861+33.5% |
| Participation rate | 76.9% | 87.1%-10.1pp | 82.6%-5.7pp | 82.4%-5.5pp |
| Annual return | 14.09% | 1029.65%-1015.6pp | 802.84%-788.8pp | 345.32%-331.2pp |
| Employer contribution / active EE | $1,802 | $5,856-69.2% | $5,143-65.0% | $4,762-62.2% |
| Participant deferral / active EE | $6,119 | $5,948+2.9% | $5,198+17.7% | $5,850+4.6% |
| Admin fee / account holder | $183,991 | $17,109+975.4% | $13,954+1218.6% | $11,596+1486.6% |