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 | $136,427 | $202,318-32.6% | $172,739-21.0% | $152,861-10.8% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 19.23% | 1029.65%-1010.4pp | 802.84%-783.6pp | 345.32%-326.1pp |
| Employer contribution / active EE | $5,871 | $5,856+0.3% | $5,143+14.2% | $4,762+23.3% |
| Participant deferral / active EE | $11,282 | $5,948+89.7% | $5,198+117.1% | $5,850+92.8% |
| Admin fee / account holder | $1,929 | $17,109-88.7% | $13,954-86.2% | $11,596-83.4% |