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 | $84,777 | $202,318-58.1% | $172,739-50.9% | $152,861-44.5% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 15.89% | 1029.65%-1013.8pp | 802.84%-787.0pp | 345.32%-329.4pp |
| Employer contribution / active EE | $2,193 | $5,856-62.6% | $5,143-57.4% | $4,762-54.0% |
| Participant deferral / active EE | $8,646 | $5,948+45.4% | $5,198+66.3% | $5,850+47.8% |
| Admin fee / account holder | $473 | $17,109-97.2% | $13,954-96.6% | $11,596-95.9% |