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 | $157,904 | $202,318-22.0% | $172,739-8.6% | $152,861+3.3% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.4%-11.0pp |
| Annual return | 20.16% | 1029.65%-1009.5pp | 802.84%-782.7pp | 345.32%-325.2pp |
| Employer contribution / active EE | $2,192 | $5,856-62.6% | $5,143-57.4% | $4,762-54.0% |
| Participant deferral / active EE | $4,509 | $5,948-24.2% | $5,198-13.2% | $5,850-22.9% |
| Admin fee / account holder | $2,168 | $17,109-87.3% | $13,954-84.5% | $11,596-81.3% |