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 | $199,554 | $202,318-1.4% | $172,739+15.5% | $152,861+30.5% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.4%-11.0pp |
| Annual return | 29.50% | 1029.65%-1000.1pp | 802.84%-773.3pp | 345.32%-315.8pp |
| Employer contribution / active EE | $4,225 | $5,856-27.8% | $5,143-17.8% | $4,762-11.3% |
| Participant deferral / active EE | $10,717 | $5,948+80.2% | $5,198+106.2% | $5,850+83.2% |
| Admin fee / account holder | $1,500 | $17,109-91.2% | $13,954-89.3% | $11,596-87.1% |