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 | $149,631 | $175,202-14.6% | $149,6730% | $139,434+7.3% |
| Participation rate | 81.0% | 83.4%-2.4pp | 78.8%+2.2pp | 80.3%+0.6pp |
| Annual return | 13.86% | 166.71%-152.8pp | 134.42%-120.6pp | 372.94%-359.1pp |
| Employer contribution / active EE | $9,494 | $5,474+73.4% | $4,818+97.1% | $4,751+99.8% |
| Participant deferral / active EE | $11,300 | $6,519+73.4% | $5,680+99.0% | $6,710+68.4% |
| Admin fee / account holder | $16,408 | $16,150+1.6% | $13,210+24.2% | $11,403+43.9% |