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 | $110,121 | $202,318-45.6% | $172,739-36.2% | $152,861-28.0% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.4%+5.1pp |
| Annual return | 24.39% | 1029.65%-1005.3pp | 802.84%-778.4pp | 345.32%-320.9pp |
| Employer contribution / active EE | $1,258 | $5,856-78.5% | $5,143-75.5% | $4,762-73.6% |
| Participant deferral / active EE | $2,859 | $5,948-51.9% | $5,198-45.0% | $5,850-51.1% |
| Admin fee / account holder | $857 | $17,109-95.0% | $13,954-93.9% | $11,596-92.6% |