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 | $81,119 | $202,318-59.9% | $172,739-53.0% | $152,861-46.9% |
| Participation rate | 72.7% | 87.1%-14.3pp | 82.6%-9.9pp | 82.4%-9.7pp |
| Annual return | 13.34% | 1029.65%-1016.3pp | 802.84%-789.5pp | 345.32%-332.0pp |
| Employer contribution / active EE | $2,149 | $5,856-63.3% | $5,143-58.2% | $4,762-54.9% |
| Participant deferral / active EE | $3,810 | $5,948-36.0% | $5,198-26.7% | $5,850-34.9% |
| Admin fee / account holder | $42,605 | $17,109+149.0% | $13,954+205.3% | $11,596+267.4% |