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 | $159,939 | $202,318-20.9% | $172,739-7.4% | $152,861+4.6% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 26.73% | 1029.65%-1002.9pp | 802.84%-776.1pp | 345.32%-318.6pp |
| Employer contribution / active EE | $2,306 | $5,856-60.6% | $5,143-55.2% | $4,762-51.6% |
| Participant deferral / active EE | $7,552 | $5,948+27.0% | $5,198+45.3% | $5,850+29.1% |
| Admin fee / account holder | $721 | $17,109-95.8% | $13,954-94.8% | $11,596-93.8% |