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 | $94,337 | $202,318-53.4% | $172,739-45.4% | $152,861-38.3% |
| Participation rate | 72.7% | 87.1%-14.3pp | 82.6%-9.9pp | 82.4%-9.7pp |
| Annual return | 18.33% | 1029.65%-1011.3pp | 802.84%-784.5pp | 345.32%-327.0pp |
| Employer contribution / active EE | $2,015 | $5,856-65.6% | $5,143-60.8% | $4,762-57.7% |
| Participant deferral / active EE | $4,471 | $5,948-24.8% | $5,198-14.0% | $5,850-23.6% |
| Admin fee / account holder | $832 | $17,109-95.1% | $13,954-94.0% | $11,596-92.8% |