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 | $166,353 | $171,865-3.2% | $149,718+11.1% | $147,584+12.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.67% | 2113.22%-2095.5pp | 1501.63%-1484.0pp | 578.55%-560.9pp |
| Employer contribution / active EE | $4,473 | $6,275-28.7% | $5,445-17.8% | $4,876-8.3% |
| Participant deferral / active EE | $10,154 | $7,271+39.7% | $6,569+54.6% | $5,439+86.7% |
| Admin fee / account holder | $3,962 | $13,799-71.3% | $11,283-64.9% | $10,885-63.6% |