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 | $120,189 | $171,865-30.1% | $149,718-19.7% | $147,584-18.6% |
| Participation rate | 85.7% | 88.2%-2.5pp | 87.1%-1.4pp | 82.8%+2.9pp |
| Annual return | 26.43% | 2113.22%-2086.8pp | 1501.63%-1475.2pp | 578.55%-552.1pp |
| Employer contribution / active EE | $2,056 | $6,275-67.2% | $5,445-62.2% | $4,876-57.8% |
| Participant deferral / active EE | $8,415 | $7,271+15.7% | $6,569+28.1% | $5,439+54.7% |
| Admin fee / account holder | $1,802 | $13,799-86.9% | $11,283-84.0% | $10,885-83.4% |