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 | $126,670 | $202,318-37.4% | $172,739-26.7% | $152,861-17.1% |
| Participation rate | 77.8% | 87.1%-9.3pp | 82.6%-4.9pp | 82.4%-4.7pp |
| Annual return | 18.99% | 1029.65%-1010.7pp | 802.84%-783.8pp | 345.32%-326.3pp |
| Employer contribution / active EE | $3,188 | $5,856-45.6% | $5,143-38.0% | $4,762-33.0% |
| Participant deferral / active EE | $8,045 | $5,948+35.2% | $5,198+54.8% | $5,850+37.5% |
| Admin fee / account holder | $1,422 | $17,109-91.7% | $13,954-89.8% | $11,596-87.7% |