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 | $109,197 | $202,318-46.0% | $172,739-36.8% | $152,861-28.6% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 20.36% | 1029.65%-1009.3pp | 802.84%-782.5pp | 345.32%-325.0pp |
| Employer contribution / active EE | $9,965 | $5,856+70.2% | $5,143+93.8% | $4,762+109.2% |
| Participant deferral / active EE | $5,118 | $5,948-14.0% | $5,198-1.5% | $5,850-12.5% |
| Admin fee / account holder | $1,559 | $17,109-90.9% | $13,954-88.8% | $11,596-86.6% |