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 | $198,907 | $176,056+13.0% | $159,436+24.8% | $167,490+18.8% |
| Participation rate | 81.8% | 84.9%-3.1pp | 82.8%-1.0pp | 82.1%-0.3pp |
| Annual return | 10.43% | 331.75%-321.3pp | 263.57%-253.1pp | 478.56%-468.1pp |
| Employer contribution / active EE | $4,852 | $5,297-8.4% | $4,829+0.5% | $4,837+0.3% |
| Participant deferral / active EE | $11,355 | $7,750+46.5% | $7,352+54.4% | $6,341+79.1% |
| Admin fee / account holder | $46,981 | $12,554+274.2% | $10,799+335.1% | $12,309+281.7% |