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 | $158,664 | $202,318-21.6% | $172,739-8.1% | $152,861+3.8% |
| Participation rate | 77.8% | 87.1%-9.3pp | 82.6%-4.9pp | 82.4%-4.7pp |
| Annual return | 14.57% | 1029.65%-1015.1pp | 802.84%-788.3pp | 345.32%-330.8pp |
| Employer contribution / active EE | $2,973 | $5,856-49.2% | $5,143-42.2% | $4,762-37.6% |
| Participant deferral / active EE | $6,443 | $5,948+8.3% | $5,198+24.0% | $5,850+10.1% |
| Admin fee / account holder | $3,442 | $17,109-79.9% | $13,954-75.3% | $11,596-70.3% |