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 | $180,589 | $180,749-0.1% | $160,784+12.3% | $137,256+31.6% |
| Participation rate | 76.9% | 80.0%-3.1pp | 77.0%0pp | 80.0%-3.0pp |
| Annual return | 12.04% | 2234.46%-2222.4pp | 1803.92%-1791.9pp | 220.34%-208.3pp |
| Employer contribution / active EE | $2,112 | $4,155-49.2% | $3,733-43.4% | $4,156-49.2% |
| Participant deferral / active EE | $4,900 | $6,844-28.4% | $6,293-22.1% | $6,407-23.5% |
| Admin fee / account holder | $1,393 | $10,397-86.6% | $9,717-85.7% | $12,270-88.6% |