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 | $176,462 | $202,318-12.8% | $172,739+2.2% | $152,861+15.4% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.4%-11.0pp |
| Annual return | 17.76% | 1029.65%-1011.9pp | 802.84%-785.1pp | 345.32%-327.6pp |
| Employer contribution / active EE | $7,202 | $5,856+23.0% | $5,143+40.0% | $4,762+51.2% |
| Participant deferral / active EE | $8,921 | $5,948+50.0% | $5,198+71.6% | $5,850+52.5% |
| Admin fee / account holder | $1,542 | $17,109-91.0% | $13,954-88.9% | $11,596-86.7% |