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 | $130,973 | $202,318-35.3% | $172,739-24.2% | $152,861-14.3% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 18.54% | 1029.65%-1011.1pp | 802.84%-784.3pp | 345.32%-326.8pp |
| Employer contribution / active EE | $2,913 | $5,856-50.3% | $5,143-43.4% | $4,762-38.8% |
| Participant deferral / active EE | $10,005 | $5,948+68.2% | $5,198+92.5% | $5,850+71.0% |
| Admin fee / account holder | $10,444 | $17,109-39.0% | $13,954-25.2% | $11,596-9.9% |