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 | $57,465 | $150,440-61.8% | $136,294-57.8% | $147,584-61.1% |
| Participation rate | 78.9% | 84.4%-5.5pp | 81.9%-3.0pp | 82.8%-3.9pp |
| Annual return | 19.00% | 1049.08%-1030.1pp | 5155.94%-5136.9pp | 578.55%-559.6pp |
| Employer contribution / active EE | $1,836 | $5,256-65.1% | $4,695-60.9% | $4,876-62.3% |
| Participant deferral / active EE | $3,689 | $6,630-44.4% | $6,247-41.0% | $5,439-32.2% |
| Admin fee / account holder | $431 | $10,905-96.0% | $9,243-95.3% | $10,885-96.0% |