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 | $157,815 | $202,318-22.0% | $172,739-8.6% | $152,861+3.2% |
| Participation rate | 72.7% | 87.1%-14.3pp | 82.6%-9.9pp | 82.4%-9.7pp |
| Annual return | 25.54% | 1029.65%-1004.1pp | 802.84%-777.3pp | 345.32%-319.8pp |
| Employer contribution / active EE | $5,274 | $5,856-9.9% | $5,143+2.5% | $4,762+10.7% |
| Participant deferral / active EE | $5,968 | $5,948+0.3% | $5,198+14.8% | $5,850+2.0% |
| Admin fee / account holder | $1,041 | $17,109-93.9% | $13,954-92.5% | $11,596-91.0% |