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 | $64,642 | $169,032-61.8% | $129,207-50.0% | $145,922-55.7% |
| Participation rate | 95.2% | 76.4%+18.8pp | 69.6%+25.6pp | 80.3%+15.0pp |
| Annual return | 15.07% | 14330.11%-14315.0pp | 9417.33%-9402.3pp | 561.29%-546.2pp |
| Employer contribution / active EE | $0 | $5,537-100.0% | $4,153-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $8,556 | $4,987+71.6% | $4,168+105.3% | $6,688+27.9% |
| Admin fee / account holder | $9,964 | $9,954+0.1% | $7,715+29.2% | $13,397-25.6% |