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 | $130,399 | $202,318-35.5% | $172,739-24.5% | $152,861-14.7% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.4%-11.0pp |
| Annual return | 18.87% | 1029.65%-1010.8pp | 802.84%-784.0pp | 345.32%-326.4pp |
| Employer contribution / active EE | $1,706 | $5,856-70.9% | $5,143-66.8% | $4,762-64.2% |
| Participant deferral / active EE | $6,475 | $5,948+8.9% | $5,198+24.6% | $5,850+10.7% |
| Admin fee / account holder | $31,379 | $17,109+83.4% | $13,954+124.9% | $11,596+170.6% |