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 | $186,561 | $159,934+16.6% | $147,005+26.9% | $145,959+27.8% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.9pp |
| Annual return | 16.79% | 98.24%-81.4pp | 418.76%-402.0pp | 561.95%-545.2pp |
| Employer contribution / active EE | $4,834 | $5,287-8.6% | $4,934-2.0% | $4,661+3.7% |
| Participant deferral / active EE | $10,656 | $8,427+26.4% | $8,070+32.0% | $6,689+59.3% |
| Admin fee / account holder | $82,218 | $15,053+446.2% | $13,006+532.1% | $13,398+513.7% |