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 | $150,674 | $202,318-25.5% | $172,739-12.8% | $152,861-1.4% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 24.75% | 1029.65%-1004.9pp | 802.84%-778.1pp | 345.32%-320.6pp |
| Employer contribution / active EE | $1,812 | $5,856-69.1% | $5,143-64.8% | $4,762-62.0% |
| Participant deferral / active EE | $8,517 | $5,948+43.2% | $5,198+63.9% | $5,850+45.6% |
| Admin fee / account holder | $1,099 | $17,109-93.6% | $13,954-92.1% | $11,596-90.5% |