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 | $106,848 | $202,318-47.2% | $172,739-38.1% | $152,861-30.1% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.4%-11.0pp |
| Annual return | 18.62% | 1029.65%-1011.0pp | 802.84%-784.2pp | 345.32%-326.7pp |
| Employer contribution / active EE | $1,993 | $5,856-66.0% | $5,143-61.2% | $4,762-58.1% |
| Participant deferral / active EE | $6,115 | $5,948+2.8% | $5,198+17.7% | $5,850+4.5% |
| Admin fee / account holder | $491 | $17,109-97.1% | $13,954-96.5% | $11,596-95.8% |