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 | $156,783 | $202,318-22.5% | $172,739-9.2% | $152,861+2.6% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 19.36% | 1029.65%-1010.3pp | 802.84%-783.5pp | 345.32%-326.0pp |
| Employer contribution / active EE | $2,044 | $5,856-65.1% | $5,143-60.3% | $4,762-57.1% |
| Participant deferral / active EE | $7,865 | $5,948+32.2% | $5,198+51.3% | $5,850+34.4% |
| Admin fee / account holder | $838 | $17,109-95.1% | $13,954-94.0% | $11,596-92.8% |