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 | $117,037 | $202,318-42.2% | $172,739-32.2% | $152,861-23.4% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 17.55% | 1029.65%-1012.1pp | 802.84%-785.3pp | 345.32%-327.8pp |
| Employer contribution / active EE | $3,125 | $5,856-46.6% | $5,143-39.2% | $4,762-34.4% |
| Participant deferral / active EE | $4,681 | $5,948-21.3% | $5,198-9.9% | $5,850-20.0% |
| Admin fee / account holder | $93,722 | $17,109+447.8% | $13,954+571.7% | $11,596+708.2% |