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 | $38,588 | $202,318-80.9% | $172,739-77.7% | $152,861-74.8% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 30.66% | 1029.65%-999.0pp | 802.84%-772.2pp | 345.32%-314.7pp |
| Employer contribution / active EE | $1,394 | $5,856-76.2% | $5,143-72.9% | $4,762-70.7% |
| Participant deferral / active EE | $5,411 | $5,948-9.0% | $5,198+4.1% | $5,850-7.5% |
| Admin fee / account holder | $2,163 | $17,109-87.4% | $13,954-84.5% | $11,596-81.4% |