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 | $53,775 | $202,318-73.4% | $172,739-68.9% | $152,861-64.8% |
| Participation rate | 87.0% | 87.1%-0.1pp | 82.6%+4.3pp | 82.4%+4.5pp |
| Annual return | 23.77% | 1029.65%-1005.9pp | 802.84%-779.1pp | 345.32%-321.5pp |
| Employer contribution / active EE | $3,483 | $5,856-40.5% | $5,143-32.3% | $4,762-26.9% |
| Participant deferral / active EE | $6,788 | $5,948+14.1% | $5,198+30.6% | $5,850+16.0% |
| Admin fee / account holder | $378 | $17,109-97.8% | $13,954-97.3% | $11,596-96.7% |