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 | $186,690 | $180,749+3.3% | $160,784+16.1% | $137,256+36.0% |
| Participation rate | 80.0% | 80.0%0pp | 77.0%+3.0pp | 80.0%0pp |
| Annual return | 14.07% | 2234.46%-2220.4pp | 1803.92%-1789.8pp | 220.34%-206.3pp |
| Employer contribution / active EE | $7,225 | $4,155+73.9% | $3,733+93.6% | $4,156+73.8% |
| Participant deferral / active EE | $15,298 | $6,844+123.5% | $6,293+143.1% | $6,407+138.8% |
| Admin fee / account holder | $7,302 | $10,397-29.8% | $9,717-24.9% | $12,270-40.5% |