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 | $130,573 | $202,318-35.5% | $172,739-24.4% | $152,861-14.6% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.4%-11.0pp |
| Annual return | 29.80% | 1029.65%-999.9pp | 802.84%-773.0pp | 345.32%-315.5pp |
| Employer contribution / active EE | $2,648 | $5,856-54.8% | $5,143-48.5% | $4,762-44.4% |
| Participant deferral / active EE | $5,281 | $5,948-11.2% | $5,198+1.6% | $5,850-9.7% |
| Admin fee / account holder | $7,591 | $17,109-55.6% | $13,954-45.6% | $11,596-34.5% |