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 | $125,706 | $202,318-37.9% | $172,739-27.2% | $152,861-17.8% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.4%-11.0pp |
| Annual return | 23.34% | 1029.65%-1006.3pp | 802.84%-779.5pp | 345.32%-322.0pp |
| Employer contribution / active EE | $1,406 | $5,856-76.0% | $5,143-72.7% | $4,762-70.5% |
| Participant deferral / active EE | $3,711 | $5,948-37.6% | $5,198-28.6% | $5,850-36.6% |
| Admin fee / account holder | $2,230 | $17,109-87.0% | $13,954-84.0% | $11,596-80.8% |