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 | $79,373 | $202,318-60.8% | $172,739-54.1% | $152,861-48.1% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 24.97% | 1029.65%-1004.7pp | 802.84%-777.9pp | 345.32%-320.3pp |
| Employer contribution / active EE | $1,337 | $5,856-77.2% | $5,143-74.0% | $4,762-71.9% |
| Participant deferral / active EE | $4,449 | $5,948-25.2% | $5,198-14.4% | $5,850-23.9% |
| Admin fee / account holder | $3,055 | $17,109-82.1% | $13,954-78.1% | $11,596-73.7% |