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 | $86,415 | $202,318-57.3% | $172,739-50.0% | $152,861-43.5% |
| Participation rate | 72.7% | 87.1%-14.3pp | 82.6%-9.9pp | 82.4%-9.7pp |
| Annual return | 20.85% | 1029.65%-1008.8pp | 802.84%-782.0pp | 345.32%-324.5pp |
| Employer contribution / active EE | $2,881 | $5,856-50.8% | $5,143-44.0% | $4,762-39.5% |
| Participant deferral / active EE | $7,675 | $5,948+29.0% | $5,198+47.7% | $5,850+31.2% |
| Admin fee / account holder | $349 | $17,109-98.0% | $13,954-97.5% | $11,596-97.0% |