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 | $204,971 | $202,318+1.3% | $172,739+18.7% | $152,861+34.1% |
| Participation rate | 78.6% | 87.1%-8.5pp | 82.6%-4.1pp | 82.4%-3.9pp |
| Annual return | 20.65% | 1029.65%-1009.0pp | 802.84%-782.2pp | 345.32%-324.7pp |
| Employer contribution / active EE | $2,511 | $5,856-57.1% | $5,143-51.2% | $4,762-47.3% |
| Participant deferral / active EE | $5,738 | $5,948-3.5% | $5,198+10.4% | $5,850-1.9% |
| Admin fee / account holder | $7,045 | $17,109-58.8% | $13,954-49.5% | $11,596-39.2% |