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 | $227,220 | $226,064+0.5% | $182,532+24.5% | $152,861+48.6% |
| Participation rate | 73.3% | 82.5%-9.1pp | 78.0%-4.6pp | 82.4%-9.1pp |
| Annual return | 9.67% | 192.51%-182.8pp | 148.54%-138.9pp | 345.32%-335.6pp |
| Employer contribution / active EE | $2,209 | $4,978-55.6% | $4,076-45.8% | $4,762-53.6% |
| Participant deferral / active EE | $10,453 | $6,368+64.2% | $5,524+89.2% | $5,850+78.7% |
| Admin fee / account holder | $58,097 | $10,703+442.8% | $8,592+576.2% | $11,596+401.0% |