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 | $174,143 | $202,318-13.9% | $172,739+0.8% | $152,861+13.9% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 26.29% | 1029.65%-1003.4pp | 802.84%-776.5pp | 345.32%-319.0pp |
| Employer contribution / active EE | $3,172 | $5,856-45.8% | $5,143-38.3% | $4,762-33.4% |
| Participant deferral / active EE | $9,113 | $5,948+53.2% | $5,198+75.3% | $5,850+55.8% |
| Admin fee / account holder | $560 | $17,109-96.7% | $13,954-96.0% | $11,596-95.2% |