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 | $123,631 | $202,318-38.9% | $172,739-28.4% | $152,861-19.1% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 16.26% | 1029.65%-1013.4pp | 802.84%-786.6pp | 345.32%-329.1pp |
| Employer contribution / active EE | $2,497 | $5,856-57.4% | $5,143-51.4% | $4,762-47.6% |
| Participant deferral / active EE | $5,800 | $5,948-2.5% | $5,198+11.6% | $5,850-0.9% |
| Admin fee / account holder | $5,566 | $17,109-67.5% | $13,954-60.1% | $11,596-52.0% |