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 | $66,183 | $202,318-67.3% | $172,739-61.7% | $152,861-56.7% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 18.60% | 1029.65%-1011.1pp | 802.84%-784.2pp | 345.32%-326.7pp |
| Employer contribution / active EE | $4,557 | $5,856-22.2% | $5,143-11.4% | $4,762-4.3% |
| Participant deferral / active EE | $5,461 | $5,948-8.2% | $5,198+5.1% | $5,850-6.7% |
| Admin fee / account holder | $839 | $17,109-95.1% | $13,954-94.0% | $11,596-92.8% |