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 | $77,717 | $210,648-63.1% | $177,989-56.3% | $145,922-46.7% |
| Participation rate | 71.4% | 80.8%-9.3pp | 77.1%-5.7pp | 80.3%-8.8pp |
| Annual return | 9.43% | 385.86%-376.4pp | 294.48%-285.1pp | 561.29%-551.9pp |
| Employer contribution / active EE | $1,644 | $4,565-64.0% | $3,949-58.4% | $4,660-64.7% |
| Participant deferral / active EE | $6,728 | $6,958-3.3% | $6,276+7.2% | $6,688+0.6% |
| Admin fee / account holder | $357 | $12,013-97.0% | $10,363-96.6% | $13,397-97.3% |