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 | $162,918 | $155,788+4.6% | $124,672+30.7% | $167,490-2.7% |
| Participation rate | 75.0% | 81.1%-6.1pp | 74.6%+0.4pp | 82.1%-7.1pp |
| Annual return | 16.43% | 17.97%-1.5pp | 5142.93%-5126.5pp | 478.56%-462.1pp |
| Employer contribution / active EE | $8,354 | $4,163+100.7% | $3,324+151.4% | $4,837+72.7% |
| Participant deferral / active EE | $10,985 | $5,673+93.6% | $4,614+138.1% | $6,341+73.2% |
| Admin fee / account holder | $12,195 | $9,531+28.0% | $7,493+62.8% | $12,309-0.9% |