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 | $105,148 | $171,865-38.8% | $149,718-29.8% | $147,584-28.8% |
| Participation rate | 82.4% | 88.2%-5.8pp | 87.1%-4.7pp | 82.8%-0.5pp |
| Annual return | 16.88% | 2113.22%-2096.3pp | 1501.63%-1484.8pp | 578.55%-561.7pp |
| Employer contribution / active EE | $1,770 | $6,275-71.8% | $5,445-67.5% | $4,876-63.7% |
| Participant deferral / active EE | $3,851 | $7,271-47.0% | $6,569-41.4% | $5,439-29.2% |
| Admin fee / account holder | $4,621 | $13,799-66.5% | $11,283-59.0% | $10,885-57.5% |