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 | $173,080 | $173,345-0.2% | $136,007+27.3% | $145,922+18.6% |
| Participation rate | 72.7% | 80.5%-7.7pp | 76.5%-3.7pp | 80.3%-7.5pp |
| Annual return | 11.42% | 1163.32%-1151.9pp | 579.32%-567.9pp | 561.29%-549.9pp |
| Employer contribution / active EE | $3,434 | $5,278-34.9% | $4,217-18.6% | $4,660-26.3% |
| Participant deferral / active EE | $9,479 | $8,699+9.0% | $7,025+34.9% | $6,688+41.7% |
| Admin fee / account holder | $52,138 | $9,954+423.8% | $6,858+660.2% | $13,397+289.2% |