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 | $56,465 | $202,318-72.1% | $172,739-67.3% | $152,861-63.1% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 37.49% | 1029.65%-992.2pp | 802.84%-765.3pp | 345.32%-307.8pp |
| Employer contribution / active EE | $14,855 | $5,856+153.7% | $5,143+188.8% | $4,762+211.9% |
| Participant deferral / active EE | $9,551 | $5,948+60.6% | $5,198+83.8% | $5,850+63.3% |
| Admin fee / account holder | $880 | $17,109-94.9% | $13,954-93.7% | $11,596-92.4% |