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 | $174,198 | $202,318-13.9% | $172,739+0.8% | $152,861+14.0% |
| Participation rate | 92.9% | 87.1%+5.8pp | 82.6%+10.2pp | 82.4%+10.4pp |
| Annual return | 20.71% | 1029.65%-1008.9pp | 802.84%-782.1pp | 345.32%-324.6pp |
| Employer contribution / active EE | $4,323 | $5,856-26.2% | $5,143-15.9% | $4,762-9.2% |
| Participant deferral / active EE | $3,976 | $5,948-33.1% | $5,198-23.5% | $5,850-32.0% |
| Admin fee / account holder | $9,269 | $17,109-45.8% | $13,954-33.6% | $11,596-20.1% |