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 | $111,130 | $202,318-45.1% | $172,739-35.7% | $152,861-27.3% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 18.74% | 1029.65%-1010.9pp | 802.84%-784.1pp | 345.32%-326.6pp |
| Employer contribution / active EE | $9,423 | $5,856+60.9% | $5,143+83.2% | $4,762+97.9% |
| Participant deferral / active EE | $4,842 | $5,948-18.6% | $5,198-6.8% | $5,850-17.2% |
| Admin fee / account holder | $28,517 | $17,109+66.7% | $13,954+104.4% | $11,596+145.9% |