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 | $81,864 | $202,318-59.5% | $172,739-52.6% | $152,861-46.4% |
| Participation rate | 82.4% | 87.1%-4.7pp | 82.6%-0.3pp | 82.4%-0.1pp |
| Annual return | 23.84% | 1029.65%-1005.8pp | 802.84%-779.0pp | 345.32%-321.5pp |
| Employer contribution / active EE | $3,000 | $5,856-48.8% | $5,143-41.7% | $4,762-37.0% |
| Participant deferral / active EE | $6,560 | $5,948+10.3% | $5,198+26.2% | $5,850+12.1% |
| Admin fee / account holder | $4,551 | $17,109-73.4% | $13,954-67.4% | $11,596-60.8% |