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 | $65,756 | $202,318-67.5% | $172,739-61.9% | $152,861-57.0% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 17.18% | 1029.65%-1012.5pp | 802.84%-785.7pp | 345.32%-328.1pp |
| Employer contribution / active EE | $2,504 | $5,856-57.2% | $5,143-51.3% | $4,762-47.4% |
| Participant deferral / active EE | $2,407 | $5,948-59.5% | $5,198-53.7% | $5,850-58.9% |
| Admin fee / account holder | $549 | $17,109-96.8% | $13,954-96.1% | $11,596-95.3% |