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 | $55,853 | $202,318-72.4% | $172,739-67.7% | $152,861-63.5% |
| Participation rate | 70.0% | 87.1%-17.1pp | 82.6%-12.6pp | 82.4%-12.4pp |
| Annual return | 19.35% | 1029.65%-1010.3pp | 802.84%-783.5pp | 345.32%-326.0pp |
| Employer contribution / active EE | $2,523 | $5,856-56.9% | $5,143-50.9% | $4,762-47.0% |
| Participant deferral / active EE | $5,810 | $5,948-2.3% | $5,198+11.8% | $5,850-0.7% |
| Admin fee / account holder | $2,036 | $17,109-88.1% | $13,954-85.4% | $11,596-82.4% |