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 | $75,092 | $159,901-53.0% | $146,958-48.9% | $145,922-48.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 11.42% | 98.13%-86.7pp | 418.34%-406.9pp | 561.29%-549.9pp |
| Employer contribution / active EE | $7,984 | $5,286+51.0% | $4,933+61.8% | $4,660+71.3% |
| Participant deferral / active EE | $9,584 | $8,428+13.7% | $8,070+18.8% | $6,688+43.3% |
| Admin fee / account holder | $2,093 | $15,044-86.1% | $12,998-83.9% | $13,397-84.4% |