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 | $35,129 | $202,318-82.6% | $172,739-79.7% | $152,861-77.0% |
| Participation rate | 76.5% | 87.1%-10.6pp | 82.6%-6.2pp | 82.4%-6.0pp |
| Annual return | 29.45% | 1029.65%-1000.2pp | 802.84%-773.4pp | 345.32%-315.9pp |
| Employer contribution / active EE | $2,228 | $5,856-62.0% | $5,143-56.7% | $4,762-53.2% |
| Participant deferral / active EE | $2,850 | $5,948-52.1% | $5,198-45.2% | $5,850-51.3% |
| Admin fee / account holder | $500 | $17,109-97.1% | $13,954-96.4% | $11,596-95.7% |