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 | $78,562 | $183,963-57.3% | $162,163-51.6% | $152,861-48.6% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.6%-0.1pp | 82.4%+5.1pp |
| Annual return | 16.65% | 150.76%-134.1pp | 115.59%-98.9pp | 345.32%-328.7pp |
| Employer contribution / active EE | $3,032 | $6,371-52.4% | $5,614-46.0% | $4,762-36.3% |
| Participant deferral / active EE | $14,247 | $8,034+77.3% | $7,298+95.2% | $5,850+143.5% |
| Admin fee / account holder | $43,728 | $13,121+233.3% | $10,843+303.3% | $11,596+277.1% |