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 | $186,764 | $159,901+16.8% | $146,958+27.1% | $145,922+28.0% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 18.42% | 98.13%-79.7pp | 418.34%-399.9pp | 561.29%-542.9pp |
| Employer contribution / active EE | $3,735 | $5,286-29.3% | $4,933-24.3% | $4,660-19.8% |
| Participant deferral / active EE | $14,841 | $8,428+76.1% | $8,070+83.9% | $6,688+121.9% |
| Admin fee / account holder | $273,482 | $15,044+1717.9% | $12,998+2004.0% | $13,397+1941.4% |