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 | $148,931 | $202,318-26.4% | $172,739-13.8% | $152,861-2.6% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 22.04% | 1029.65%-1007.6pp | 802.84%-780.8pp | 345.32%-323.3pp |
| Employer contribution / active EE | $2,299 | $5,856-60.7% | $5,143-55.3% | $4,762-51.7% |
| Participant deferral / active EE | $7,903 | $5,948+32.9% | $5,198+52.0% | $5,850+35.1% |
| Admin fee / account holder | $1,307 | $17,109-92.4% | $13,954-90.6% | $11,596-88.7% |