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 | $97,008 | $202,318-52.1% | $172,739-43.8% | $152,861-36.5% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 27.85% | 1029.65%-1001.8pp | 802.84%-775.0pp | 345.32%-317.5pp |
| Employer contribution / active EE | $2,325 | $5,856-60.3% | $5,143-54.8% | $4,762-51.2% |
| Participant deferral / active EE | $4,414 | $5,948-25.8% | $5,198-15.1% | $5,850-24.5% |
| Admin fee / account holder | $5,230 | $17,109-69.4% | $13,954-62.5% | $11,596-54.9% |