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 | $154,244 | $202,318-23.8% | $172,739-10.7% | $152,861+0.9% |
| Participation rate | 72.7% | 87.1%-14.3pp | 82.6%-9.9pp | 82.4%-9.7pp |
| Annual return | 19.54% | 1029.65%-1010.1pp | 802.84%-783.3pp | 345.32%-325.8pp |
| Employer contribution / active EE | $2,099 | $5,856-64.2% | $5,143-59.2% | $4,762-55.9% |
| Participant deferral / active EE | $7,810 | $5,948+31.3% | $5,198+50.3% | $5,850+33.5% |
| Admin fee / account holder | $2,129 | $17,109-87.6% | $13,954-84.7% | $11,596-81.6% |