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 | $69,091 | $169,032-59.1% | $129,207-46.5% | $145,922-52.7% |
| Participation rate | 83.3% | 76.4%+6.9pp | 69.6%+13.7pp | 80.3%+3.1pp |
| Annual return | 13.90% | 14330.11%-14316.2pp | 9417.33%-9403.4pp | 561.29%-547.4pp |
| Employer contribution / active EE | $995 | $5,537-82.0% | $4,153-76.1% | $4,660-78.7% |
| Participant deferral / active EE | $701 | $4,987-85.9% | $4,168-83.2% | $6,688-89.5% |
| Admin fee / account holder | $376 | $9,954-96.2% | $7,715-95.1% | $13,397-97.2% |