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 | $83,209 | $202,318-58.9% | $172,739-51.8% | $152,861-45.6% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.4%-11.0pp |
| Annual return | 22.45% | 1029.65%-1007.2pp | 802.84%-780.4pp | 345.32%-322.9pp |
| Employer contribution / active EE | $1,957 | $5,856-66.6% | $5,143-61.9% | $4,762-58.9% |
| Participant deferral / active EE | $7,828 | $5,948+31.6% | $5,198+50.6% | $5,850+33.8% |
| Admin fee / account holder | $2,151 | $17,109-87.4% | $13,954-84.6% | $11,596-81.5% |