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 | $112,011 | $202,318-44.6% | $172,739-35.2% | $152,861-26.7% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.4%+7.6pp |
| Annual return | 20.69% | 1029.65%-1009.0pp | 802.84%-782.2pp | 345.32%-324.6pp |
| Employer contribution / active EE | $3,377 | $5,856-42.3% | $5,143-34.3% | $4,762-29.1% |
| Participant deferral / active EE | $3,827 | $5,948-35.7% | $5,198-26.4% | $5,850-34.6% |
| Admin fee / account holder | $958 | $17,109-94.4% | $13,954-93.1% | $11,596-91.7% |