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 | $159,901+16.7% | $146,958+26.9% | $145,922+27.9% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 16.79% | 98.13%-81.3pp | 418.34%-401.5pp | 561.29%-544.5pp |
| Employer contribution / active EE | $4,834 | $5,286-8.6% | $4,933-2.0% | $4,660+3.7% |
| Participant deferral / active EE | $10,656 | $8,428+26.4% | $8,070+32.0% | $6,688+59.3% |
| Admin fee / account holder | $82,218 | $15,044+446.5% | $12,998+532.5% | $13,397+513.7% |