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 | $129,701 | $202,318-35.9% | $172,739-24.9% | $152,861-15.2% |
| Participation rate | 86.7% | 87.1%-0.4pp | 82.6%+4.0pp | 82.4%+4.2pp |
| Annual return | 20.32% | 1029.65%-1009.3pp | 802.84%-782.5pp | 345.32%-325.0pp |
| Employer contribution / active EE | $9,019 | $5,856+54.0% | $5,143+75.4% | $4,762+89.4% |
| Participant deferral / active EE | $8,913 | $5,948+49.9% | $5,198+71.5% | $5,850+52.4% |
| Admin fee / account holder | $5,879 | $17,109-65.6% | $13,954-57.9% | $11,596-49.3% |