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 | $66,604 | $202,318-67.1% | $172,739-61.4% | $152,861-56.4% |
| Participation rate | 78.6% | 87.1%-8.5pp | 82.6%-4.1pp | 82.4%-3.9pp |
| Annual return | 19.31% | 1029.65%-1010.3pp | 802.84%-783.5pp | 345.32%-326.0pp |
| Employer contribution / active EE | $1,527 | $5,856-73.9% | $5,143-70.3% | $4,762-67.9% |
| Participant deferral / active EE | $2,280 | $5,948-61.7% | $5,198-56.1% | $5,850-61.0% |
| Admin fee / account holder | $586 | $17,109-96.6% | $13,954-95.8% | $11,596-94.9% |