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 | $93,645 | $171,865-45.5% | $149,718-37.5% | $147,584-36.5% |
| Participation rate | 81.0% | 88.2%-7.2pp | 87.1%-6.1pp | 82.8%-1.9pp |
| Annual return | 11.89% | 2113.22%-2101.3pp | 1501.63%-1489.7pp | 578.55%-566.7pp |
| Employer contribution / active EE | $1,546 | $6,275-75.4% | $5,445-71.6% | $4,876-68.3% |
| Participant deferral / active EE | $3,187 | $7,271-56.2% | $6,569-51.5% | $5,439-41.4% |
| Admin fee / account holder | $3,611 | $13,799-73.8% | $11,283-68.0% | $10,885-66.8% |