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 | $167,133 | $124,185+34.6% | $108,410+54.2% | $167,490-0.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.28% | 1379.64%-1369.4pp | 905.27%-895.0pp | 478.56%-468.3pp |
| Employer contribution / active EE | $2,665 | $4,187-36.4% | $3,558-25.1% | $4,837-44.9% |
| Participant deferral / active EE | $7,805 | $6,908+13.0% | $6,563+18.9% | $6,341+23.1% |
| Admin fee / account holder | $799 | $9,455-91.5% | $7,295-89.0% | $12,309-93.5% |