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 | $188,965 | $202,318-6.6% | $172,739+9.4% | $152,861+23.6% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 26.27% | 1029.65%-1003.4pp | 802.84%-776.6pp | 345.32%-319.0pp |
| Employer contribution / active EE | $1,516 | $5,856-74.1% | $5,143-70.5% | $4,762-68.2% |
| Participant deferral / active EE | $6,925 | $5,948+16.4% | $5,198+33.2% | $5,850+18.4% |
| Admin fee / account holder | $1,482 | $17,109-91.3% | $13,954-89.4% | $11,596-87.2% |