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 | $152,802 | $202,318-24.5% | $172,739-11.5% | $152,8610% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 15.34% | 1029.65%-1014.3pp | 802.84%-787.5pp | 345.32%-330.0pp |
| Employer contribution / active EE | $1,786 | $5,856-69.5% | $5,143-65.3% | $4,762-62.5% |
| Participant deferral / active EE | $5,196 | $5,948-12.6% | $5,1980% | $5,850-11.2% |
| Admin fee / account holder | $889 | $17,109-94.8% | $13,954-93.6% | $11,596-92.3% |