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 | $132,275 | $171,865-23.0% | $149,718-11.7% | $147,584-10.4% |
| Participation rate | 83.3% | 88.2%-4.9pp | 87.1%-3.7pp | 82.8%+0.5pp |
| Annual return | 12.45% | 2113.22%-2100.8pp | 1501.63%-1489.2pp | 578.55%-566.1pp |
| Employer contribution / active EE | $2,797 | $6,275-55.4% | $5,445-48.6% | $4,876-42.7% |
| Participant deferral / active EE | $12,761 | $7,271+75.5% | $6,569+94.3% | $5,439+134.6% |
| Admin fee / account holder | $499 | $13,799-96.4% | $11,283-95.6% | $10,885-95.4% |