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 | $149,106 | $202,318-26.3% | $172,739-13.7% | $152,861-2.5% |
| Participation rate | 81.3% | 87.1%-5.8pp | 82.6%-1.4pp | 82.4%-1.2pp |
| Annual return | 20.60% | 1029.65%-1009.0pp | 802.84%-782.2pp | 345.32%-324.7pp |
| Employer contribution / active EE | $4,450 | $5,856-24.0% | $5,143-13.5% | $4,762-6.6% |
| Participant deferral / active EE | $8,209 | $5,948+38.0% | $5,198+57.9% | $5,850+40.3% |
| Admin fee / account holder | $21,212 | $17,109+24.0% | $13,954+52.0% | $11,596+82.9% |