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 | $121,736 | $171,865-29.2% | $149,718-18.7% | $147,584-17.5% |
| Participation rate | 85.7% | 88.2%-2.5pp | 87.1%-1.4pp | 82.8%+2.9pp |
| Annual return | 16.96% | 2113.22%-2096.3pp | 1501.63%-1484.7pp | 578.55%-561.6pp |
| Employer contribution / active EE | $2,922 | $6,275-53.4% | $5,445-46.3% | $4,876-40.1% |
| Participant deferral / active EE | $9,118 | $7,271+25.4% | $6,569+38.8% | $5,439+67.6% |
| Admin fee / account holder | $4,411 | $13,799-68.0% | $11,283-60.9% | $10,885-59.5% |