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 | $132,273 | $202,318-34.6% | $172,739-23.4% | $152,861-13.5% |
| Participation rate | 70.6% | 87.1%-16.5pp | 82.6%-12.1pp | 82.4%-11.9pp |
| Annual return | 28.67% | 1029.65%-1001.0pp | 802.84%-774.2pp | 345.32%-316.6pp |
| Employer contribution / active EE | $2,631 | $5,856-55.1% | $5,143-48.8% | $4,762-44.8% |
| Participant deferral / active EE | $3,996 | $5,948-32.8% | $5,198-23.1% | $5,850-31.7% |
| Admin fee / account holder | $496 | $17,109-97.1% | $13,954-96.4% | $11,596-95.7% |