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 | $102,816 | $202,318-49.2% | $172,739-40.5% | $152,861-32.7% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 18.39% | 1029.65%-1011.3pp | 802.84%-784.4pp | 345.32%-326.9pp |
| Employer contribution / active EE | $6,384 | $5,856+9.0% | $5,143+24.1% | $4,762+34.0% |
| Participant deferral / active EE | $10,638 | $5,948+78.8% | $5,198+104.7% | $5,850+81.8% |
| Admin fee / account holder | $702 | $17,109-95.9% | $13,954-95.0% | $11,596-93.9% |