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 | $178,500 | $202,318-11.8% | $172,739+3.3% | $152,861+16.8% |
| Participation rate | 77.3% | 87.1%-9.8pp | 82.6%-5.4pp | 82.4%-5.2pp |
| Annual return | 17.31% | 1029.65%-1012.3pp | 802.84%-785.5pp | 345.32%-328.0pp |
| Employer contribution / active EE | $2,444 | $5,856-58.3% | $5,143-52.5% | $4,762-48.7% |
| Participant deferral / active EE | $3,954 | $5,948-33.5% | $5,198-23.9% | $5,850-32.4% |
| Admin fee / account holder | $708 | $17,109-95.9% | $13,954-94.9% | $11,596-93.9% |