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 | $164,653 | $124,185+32.6% | $108,410+51.9% | $167,490-1.7% |
| Participation rate | 75.0% | 82.3%-7.3pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 16.88% | 1379.64%-1362.8pp | 905.27%-888.4pp | 478.56%-461.7pp |
| Employer contribution / active EE | $5,361 | $4,187+28.1% | $3,558+50.7% | $4,837+10.8% |
| Participant deferral / active EE | $11,862 | $6,908+71.7% | $6,563+80.7% | $6,341+87.1% |
| Admin fee / account holder | $19,386 | $9,455+105.0% | $7,295+165.7% | $12,309+57.5% |