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 | $88,237 | $202,318-56.4% | $172,739-48.9% | $152,861-42.3% |
| Participation rate | 81.8% | 87.1%-5.2pp | 82.6%-0.8pp | 82.4%-0.6pp |
| Annual return | 27.46% | 1029.65%-1002.2pp | 802.84%-775.4pp | 345.32%-317.9pp |
| Employer contribution / active EE | $1,957 | $5,856-66.6% | $5,143-61.9% | $4,762-58.9% |
| Participant deferral / active EE | $7,469 | $5,948+25.6% | $5,198+43.7% | $5,850+27.7% |
| Admin fee / account holder | $5,836 | $17,109-65.9% | $13,954-58.2% | $11,596-49.7% |