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 | $173,265 | $169,032+2.5% | $129,207+34.1% | $145,922+18.7% |
| Participation rate | 83.3% | 76.4%+6.9pp | 69.6%+13.7pp | 80.3%+3.1pp |
| Annual return | 15.80% | 14330.11%-14314.3pp | 9417.33%-9401.5pp | 561.29%-545.5pp |
| Employer contribution / active EE | $1,961 | $5,537-64.6% | $4,153-52.8% | $4,660-57.9% |
| Participant deferral / active EE | $1,961 | $4,987-60.7% | $4,168-52.9% | $6,688-70.7% |
| Admin fee / account holder | $4,818 | $9,954-51.6% | $7,715-37.5% | $13,397-64.0% |