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 | $69,583 | $202,318-65.6% | $172,739-59.7% | $152,861-54.5% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 17.09% | 1029.65%-1012.6pp | 802.84%-785.8pp | 345.32%-328.2pp |
| Employer contribution / active EE | $3,606 | $5,856-38.4% | $5,143-29.9% | $4,762-24.3% |
| Participant deferral / active EE | $10,155 | $5,948+70.7% | $5,198+95.4% | $5,850+73.6% |
| Admin fee / account holder | $9,542 | $17,109-44.2% | $13,954-31.6% | $11,596-17.7% |