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 | $49,085 | $202,318-75.7% | $172,739-71.6% | $152,861-67.9% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 20.00% | 1029.65%-1009.6pp | 802.84%-782.8pp | 345.32%-325.3pp |
| Employer contribution / active EE | $1,865 | $5,856-68.1% | $5,143-63.7% | $4,762-60.8% |
| Participant deferral / active EE | $6,183 | $5,948+4.0% | $5,198+19.0% | $5,850+5.7% |
| Admin fee / account holder | $4,805 | $17,109-71.9% | $13,954-65.6% | $11,596-58.6% |