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 | $160,170 | $202,318-20.8% | $172,739-7.3% | $152,861+4.8% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.4%+8.5pp |
| Annual return | 26.71% | 1029.65%-1002.9pp | 802.84%-776.1pp | 345.32%-318.6pp |
| Employer contribution / active EE | $4,739 | $5,856-19.1% | $5,143-7.9% | $4,762-0.5% |
| Participant deferral / active EE | $3,875 | $5,948-34.8% | $5,198-25.4% | $5,850-33.8% |
| Admin fee / account holder | $915 | $17,109-94.7% | $13,954-93.4% | $11,596-92.1% |