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 9-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 | $50,598 | $202,318-75.0% | $172,739-70.7% | $152,861-66.9% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.4%-11.0pp |
| Annual return | 23.61% | 1029.65%-1006.0pp | 802.84%-779.2pp | 345.32%-321.7pp |
| Employer contribution / active EE | $2,622 | $5,856-55.2% | $5,143-49.0% | $4,762-45.0% |
| Participant deferral / active EE | $5,381 | $5,948-9.5% | $5,198+3.5% | $5,850-8.0% |
| Admin fee / account holder | $1,757 | $17,109-89.7% | $13,954-87.4% | $11,596-84.8% |