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 9-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 | $86,470 | $202,318-57.3% | $172,739-49.9% | $152,861-43.4% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 26.40% | 1029.65%-1003.3pp | 802.84%-776.4pp | 345.32%-318.9pp |
| Employer contribution / active EE | $4,636 | $5,856-20.8% | $5,143-9.9% | $4,762-2.7% |
| Participant deferral / active EE | $12,954 | $5,948+117.8% | $5,198+149.2% | $5,850+121.4% |
| Admin fee / account holder | $574 | $17,109-96.6% | $13,954-95.9% | $11,596-95.0% |