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 | $100,419 | $202,318-50.4% | $172,739-41.9% | $152,861-34.3% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 32.91% | 1029.65%-996.7pp | 802.84%-769.9pp | 345.32%-312.4pp |
| Employer contribution / active EE | $4,036 | $5,856-31.1% | $5,143-21.5% | $4,762-15.3% |
| Participant deferral / active EE | $5,558 | $5,948-6.6% | $5,198+6.9% | $5,850-5.0% |
| Admin fee / account holder | $19,356 | $17,109+13.1% | $13,954+38.7% | $11,596+66.9% |