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 | $159,412 | $202,318-21.2% | $172,739-7.7% | $152,861+4.3% |
| Participation rate | 72.7% | 87.1%-14.3pp | 82.6%-9.9pp | 82.4%-9.7pp |
| Annual return | 19.52% | 1029.65%-1010.1pp | 802.84%-783.3pp | 345.32%-325.8pp |
| Employer contribution / active EE | $2,208 | $5,856-62.3% | $5,143-57.1% | $4,762-53.6% |
| Participant deferral / active EE | $4,013 | $5,948-32.5% | $5,198-22.8% | $5,850-31.4% |
| Admin fee / account holder | $391 | $17,109-97.7% | $13,954-97.2% | $11,596-96.6% |