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 | $61,031 | $202,318-69.8% | $172,739-64.7% | $152,861-60.1% |
| Participation rate | 77.8% | 87.1%-9.3pp | 82.6%-4.9pp | 82.4%-4.7pp |
| Annual return | 22.21% | 1029.65%-1007.4pp | 802.84%-780.6pp | 345.32%-323.1pp |
| Employer contribution / active EE | $1,626 | $5,856-72.2% | $5,143-68.4% | $4,762-65.9% |
| Participant deferral / active EE | $6,455 | $5,948+8.5% | $5,198+24.2% | $5,850+10.3% |
| Admin fee / account holder | $1,677 | $17,109-90.2% | $13,954-88.0% | $11,596-85.5% |