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 | $175,833 | $109,817+60.1% | $98,442+78.6% | $167,490+5.0% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 36.72% | 1956.69%-1920.0pp | 1492.73%-1456.0pp | 478.56%-441.8pp |
| Employer contribution / active EE | $2,933 | $3,224-9.0% | $2,960-0.9% | $4,837-39.4% |
| Participant deferral / active EE | $6,080 | $4,673+30.1% | $4,276+42.2% | $6,341-4.1% |
| Admin fee / account holder | $10,623 | $6,753+57.3% | $5,949+78.6% | $12,309-13.7% |