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 | $173,308 | $183,963-5.8% | $162,163+6.9% | $152,861+13.4% |
| Participation rate | 82.6% | 88.5%-5.9pp | 87.6%-4.9pp | 82.4%+0.2pp |
| Annual return | 17.99% | 150.76%-132.8pp | 115.59%-97.6pp | 345.32%-327.3pp |
| Employer contribution / active EE | $5,960 | $6,371-6.4% | $5,614+6.2% | $4,762+25.1% |
| Participant deferral / active EE | $7,621 | $8,034-5.1% | $7,298+4.4% | $5,850+30.3% |
| Admin fee / account holder | $51,978 | $13,121+296.1% | $10,843+379.4% | $11,596+348.2% |