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 | $104,213 | $100,852+3.3% | $90,404+15.3% | $158,922-34.4% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 46.22% | 1724.20%-1678.0pp | 1293.02%-1246.8pp | 302.83%-256.6pp |
| Employer contribution / active EE | $5,146 | $3,689+39.5% | $3,262+57.8% | $4,761+8.1% |
| Participant deferral / active EE | $4,684 | $4,348+7.7% | $3,963+18.2% | $5,982-21.7% |
| Admin fee / account holder | $4,200 | $6,501-35.4% | $5,611-25.1% | $11,246-62.7% |