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 | $100,567 | $202,318-50.3% | $172,739-41.8% | $152,861-34.2% |
| Participation rate | 78.9% | 87.1%-8.1pp | 82.6%-3.7pp | 82.4%-3.5pp |
| Annual return | 23.91% | 1029.65%-1005.7pp | 802.84%-778.9pp | 345.32%-321.4pp |
| Employer contribution / active EE | $14,931 | $5,856+155.0% | $5,143+190.3% | $4,762+213.5% |
| Participant deferral / active EE | $6,051 | $5,948+1.7% | $5,198+16.4% | $5,850+3.4% |
| Admin fee / account holder | $3,901 | $17,109-77.2% | $13,954-72.0% | $11,596-66.4% |