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 | $185,312 | $183,519+1.0% | $155,509+19.2% | $145,922+27.0% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 11.73% | 61.17%-49.4pp | 64.67%-52.9pp | 561.29%-549.6pp |
| Employer contribution / active EE | $2,154 | $5,313-59.5% | $4,672-53.9% | $4,660-53.8% |
| Participant deferral / active EE | $8,076 | $6,462+25.0% | $5,626+43.6% | $6,688+20.8% |
| Admin fee / account holder | $361,966 | $19,313+1774.2% | $15,912+2174.8% | $13,397+2601.8% |