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 | $196,476 | $217,402-9.6% | $185,823+5.7% | $167,490+17.3% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 15.72% | 148.36%-132.6pp | 122.05%-106.3pp | 478.56%-462.8pp |
| Employer contribution / active EE | $12,546 | $5,873+113.6% | $5,167+142.8% | $4,837+159.4% |
| Participant deferral / active EE | $7,454 | $6,356+17.3% | $5,568+33.9% | $6,341+17.5% |
| Admin fee / account holder | $1,800 | $19,811-90.9% | $16,237-88.9% | $12,309-85.4% |