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 | $91,664 | $202,318-54.7% | $172,739-46.9% | $152,861-40.0% |
| Participation rate | 77.8% | 87.1%-9.3pp | 82.6%-4.9pp | 82.4%-4.7pp |
| Annual return | 22.18% | 1029.65%-1007.5pp | 802.84%-780.7pp | 345.32%-323.1pp |
| Employer contribution / active EE | $1,773 | $5,856-69.7% | $5,143-65.5% | $4,762-62.8% |
| Participant deferral / active EE | $2,605 | $5,948-56.2% | $5,198-49.9% | $5,850-55.5% |
| Admin fee / account holder | $33,725 | $17,109+97.1% | $13,954+141.7% | $11,596+190.8% |