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 | $92,029 | $202,318-54.5% | $172,739-46.7% | $152,861-39.8% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 19.00% | 1029.65%-1010.7pp | 802.84%-783.8pp | 345.32%-326.3pp |
| Employer contribution / active EE | $2,632 | $5,856-55.1% | $5,143-48.8% | $4,762-44.7% |
| Participant deferral / active EE | $3,144 | $5,948-47.1% | $5,198-39.5% | $5,850-46.3% |
| Admin fee / account holder | $19,764 | $17,109+15.5% | $13,954+41.6% | $11,596+70.4% |