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 | $84,060 | $176,662-52.4% | $130,648-35.7% | $152,861-45.0% |
| Participation rate | 94.4% | 79.0%+15.5pp | 71.7%+22.7pp | 82.4%+12.0pp |
| Annual return | 19.00% | 2692.24%-2673.2pp | 1708.96%-1690.0pp | 345.32%-326.3pp |
| Employer contribution / active EE | $4,060 | $5,742-29.3% | $4,092-0.8% | $4,762-14.8% |
| Participant deferral / active EE | $4,725 | $4,361+8.3% | $3,603+31.2% | $5,850-19.2% |
| Admin fee / account holder | $6,798 | $7,133-4.7% | $5,464+24.4% | $11,596-41.4% |