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 | $84,665 | $171,865-50.7% | $149,718-43.5% | $147,584-42.6% |
| Participation rate | 72.7% | 88.2%-15.5pp | 87.1%-14.3pp | 82.8%-10.1pp |
| Annual return | 22.16% | 2113.22%-2091.1pp | 1501.63%-1479.5pp | 578.55%-556.4pp |
| Employer contribution / active EE | $3,419 | $6,275-45.5% | $5,445-37.2% | $4,876-29.9% |
| Participant deferral / active EE | $7,910 | $7,271+8.8% | $6,569+20.4% | $5,439+45.4% |
| Admin fee / account holder | $3,045 | $13,799-77.9% | $11,283-73.0% | $10,885-72.0% |