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 | $75,376 | $171,865-56.1% | $149,718-49.7% | $147,584-48.9% |
| Participation rate | 72.7% | 88.2%-15.5pp | 87.1%-14.3pp | 82.8%-10.1pp |
| Annual return | 17.32% | 2113.22%-2095.9pp | 1501.63%-1484.3pp | 578.55%-561.2pp |
| Employer contribution / active EE | $7,765 | $6,275+23.7% | $5,445+42.6% | $4,876+59.2% |
| Participant deferral / active EE | $6,790 | $7,271-6.6% | $6,569+3.4% | $5,439+24.8% |
| Admin fee / account holder | $22,648 | $13,799+64.1% | $11,283+100.7% | $10,885+108.1% |