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 | $133,420 | $202,318-34.1% | $172,739-22.8% | $152,861-12.7% |
| Participation rate | 86.4% | 87.1%-0.7pp | 82.6%+3.7pp | 82.4%+3.9pp |
| Annual return | 21.26% | 1029.65%-1008.4pp | 802.84%-781.6pp | 345.32%-324.1pp |
| Employer contribution / active EE | $2,049 | $5,856-65.0% | $5,143-60.2% | $4,762-57.0% |
| Participant deferral / active EE | $3,320 | $5,948-44.2% | $5,198-36.1% | $5,850-43.3% |
| Admin fee / account holder | $1,106 | $17,109-93.5% | $13,954-92.1% | $11,596-90.5% |