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 | $64,616 | $202,318-68.1% | $172,739-62.6% | $152,861-57.7% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 18.68% | 1029.65%-1011.0pp | 802.84%-784.2pp | 345.32%-326.6pp |
| Employer contribution / active EE | $2,530 | $5,856-56.8% | $5,143-50.8% | $4,762-46.9% |
| Participant deferral / active EE | $6,186 | $5,948+4.0% | $5,198+19.0% | $5,850+5.7% |
| Admin fee / account holder | $9,716 | $17,109-43.2% | $13,954-30.4% | $11,596-16.2% |