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 | $141,360 | $202,318-30.1% | $172,739-18.2% | $152,861-7.5% |
| Participation rate | 72.7% | 87.1%-14.3pp | 82.6%-9.9pp | 82.4%-9.7pp |
| Annual return | 22.17% | 1029.65%-1007.5pp | 802.84%-780.7pp | 345.32%-323.1pp |
| Employer contribution / active EE | $2,238 | $5,856-61.8% | $5,143-56.5% | $4,762-53.0% |
| Participant deferral / active EE | $4,760 | $5,948-20.0% | $5,198-8.4% | $5,850-18.6% |
| Admin fee / account holder | $1,080 | $17,109-93.7% | $13,954-92.3% | $11,596-90.7% |