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 | $54,038 | $202,318-73.3% | $172,739-68.7% | $152,861-64.6% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.4%-11.0pp |
| Annual return | 23.55% | 1029.65%-1006.1pp | 802.84%-779.3pp | 345.32%-321.8pp |
| Employer contribution / active EE | $1,746 | $5,856-70.2% | $5,143-66.1% | $4,762-63.3% |
| Participant deferral / active EE | $4,594 | $5,948-22.8% | $5,198-11.6% | $5,850-21.5% |
| Admin fee / account holder | $397 | $17,109-97.7% | $13,954-97.2% | $11,596-96.6% |