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 | $54,633 | $202,318-73.0% | $172,739-68.4% | $152,861-64.3% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.4%-11.0pp |
| Annual return | 27.30% | 1029.65%-1002.3pp | 802.84%-775.5pp | 345.32%-318.0pp |
| Employer contribution / active EE | $2,066 | $5,856-64.7% | $5,143-59.8% | $4,762-56.6% |
| Participant deferral / active EE | $4,647 | $5,948-21.9% | $5,198-10.6% | $5,850-20.6% |
| Admin fee / account holder | $15,561 | $17,109-9.0% | $13,954+11.5% | $11,596+34.2% |