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 | $115,795 | $209,832-44.8% | $189,513-38.9% | $167,490-30.9% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 11.27% | 748.27%-737.0pp | 555.15%-543.9pp | 478.56%-467.3pp |
| Employer contribution / active EE | $2,943 | $6,914-57.4% | $6,162-52.2% | $4,837-39.2% |
| Participant deferral / active EE | $14,289 | $8,935+59.9% | $8,221+73.8% | $6,341+125.3% |
| Admin fee / account holder | $38,775 | $14,293+171.3% | $12,045+221.9% | $12,309+215.0% |