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 | $65,817 | $202,318-67.5% | $172,739-61.9% | $152,861-56.9% |
| Participation rate | 84.2% | 87.1%-2.8pp | 82.6%+1.6pp | 82.4%+1.8pp |
| Annual return | 14.99% | 1029.65%-1014.7pp | 802.84%-787.8pp | 345.32%-330.3pp |
| Employer contribution / active EE | $1,923 | $5,856-67.2% | $5,143-62.6% | $4,762-59.6% |
| Participant deferral / active EE | $4,464 | $5,948-25.0% | $5,198-14.1% | $5,850-23.7% |
| Admin fee / account holder | $1,058 | $17,109-93.8% | $13,954-92.4% | $11,596-90.9% |