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 | $93,380 | $202,318-53.8% | $172,739-45.9% | $152,861-38.9% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 18.82% | 1029.65%-1010.8pp | 802.84%-784.0pp | 345.32%-326.5pp |
| Employer contribution / active EE | $3,093 | $5,856-47.2% | $5,143-39.9% | $4,762-35.1% |
| Participant deferral / active EE | $9,215 | $5,948+54.9% | $5,198+77.3% | $5,850+57.5% |
| Admin fee / account holder | $33,832 | $17,109+97.7% | $13,954+142.5% | $11,596+191.7% |