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 | $123,907 | $202,318-38.8% | $172,739-28.3% | $152,861-18.9% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 17.58% | 1029.65%-1012.1pp | 802.84%-785.3pp | 345.32%-327.7pp |
| Employer contribution / active EE | $2,717 | $5,856-53.6% | $5,143-47.2% | $4,762-43.0% |
| Participant deferral / active EE | $5,825 | $5,948-2.1% | $5,198+12.1% | $5,850-0.4% |
| Admin fee / account holder | $326 | $17,109-98.1% | $13,954-97.7% | $11,596-97.2% |