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 | $80,910 | $171,865-52.9% | $149,718-46.0% | $147,584-45.2% |
| Participation rate | 78.9% | 88.2%-9.2pp | 87.1%-8.1pp | 82.8%-3.9pp |
| Annual return | 15.54% | 2113.22%-2097.7pp | 1501.63%-1486.1pp | 578.55%-563.0pp |
| Employer contribution / active EE | $2,741 | $6,275-56.3% | $5,445-49.7% | $4,876-43.8% |
| Participant deferral / active EE | $5,584 | $7,271-23.2% | $6,569-15.0% | $5,439+2.7% |
| Admin fee / account holder | $8,841 | $13,799-35.9% | $11,283-21.6% | $10,885-18.8% |