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 | $44,250 | $202,318-78.1% | $172,739-74.4% | $152,861-71.1% |
| Participation rate | 77.8% | 87.1%-9.3pp | 82.6%-4.9pp | 82.4%-4.7pp |
| Annual return | 14.54% | 1029.65%-1015.1pp | 802.84%-788.3pp | 345.32%-330.8pp |
| Employer contribution / active EE | $1,754 | $5,856-70.0% | $5,143-65.9% | $4,762-63.2% |
| Participant deferral / active EE | $4,204 | $5,948-29.3% | $5,198-19.1% | $5,850-28.1% |
| Admin fee / account holder | $33,670 | $17,109+96.8% | $13,954+141.3% | $11,596+190.4% |