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 | $169,784 | $109,817+54.6% | $98,442+72.5% | $167,490+1.4% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 17.82% | 1956.69%-1938.9pp | 1492.73%-1474.9pp | 478.56%-460.7pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $2,960-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $14,042 | $4,673+200.5% | $4,276+228.4% | $6,341+121.4% |
| Admin fee / account holder | $3,178 | $6,753-52.9% | $5,949-46.6% | $12,309-74.2% |