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 | $154,445 | $202,318-23.7% | $172,739-10.6% | $152,861+1.0% |
| Participation rate | 77.8% | 87.1%-9.3pp | 82.6%-4.9pp | 82.4%-4.7pp |
| Annual return | 21.43% | 1029.65%-1008.2pp | 802.84%-781.4pp | 345.32%-323.9pp |
| Employer contribution / active EE | $2,504 | $5,856-57.2% | $5,143-51.3% | $4,762-47.4% |
| Participant deferral / active EE | $7,090 | $5,948+19.2% | $5,198+36.4% | $5,850+21.2% |
| Admin fee / account holder | $1,840 | $17,109-89.2% | $13,954-86.8% | $11,596-84.1% |