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 | $113,665 | $202,318-43.8% | $172,739-34.2% | $152,861-25.6% |
| Participation rate | 78.9% | 87.1%-8.1pp | 82.6%-3.7pp | 82.4%-3.5pp |
| Annual return | 22.25% | 1029.65%-1007.4pp | 802.84%-780.6pp | 345.32%-323.1pp |
| Employer contribution / active EE | $1,525 | $5,856-74.0% | $5,143-70.4% | $4,762-68.0% |
| Participant deferral / active EE | $4,944 | $5,948-16.9% | $5,198-4.9% | $5,850-15.5% |
| Admin fee / account holder | $2,432 | $17,109-85.8% | $13,954-82.6% | $11,596-79.0% |