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 | $119,373 | $202,318-41.0% | $172,739-30.9% | $152,861-21.9% |
| Participation rate | 70.0% | 87.1%-17.1pp | 82.6%-12.6pp | 82.4%-12.4pp |
| Annual return | 19.34% | 1029.65%-1010.3pp | 802.84%-783.5pp | 345.32%-326.0pp |
| Employer contribution / active EE | $2,547 | $5,856-56.5% | $5,143-50.5% | $4,762-46.5% |
| Participant deferral / active EE | $5,359 | $5,948-9.9% | $5,198+3.1% | $5,850-8.4% |
| Admin fee / account holder | $474 | $17,109-97.2% | $13,954-96.6% | $11,596-95.9% |