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 | $129,329 | $171,865-24.7% | $149,718-13.6% | $147,584-12.4% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 21.04% | 2113.22%-2092.2pp | 1501.63%-1480.6pp | 578.55%-557.5pp |
| Employer contribution / active EE | $9,789 | $6,275+56.0% | $5,445+79.8% | $4,876+100.7% |
| Participant deferral / active EE | $7,218 | $7,271-0.7% | $6,569+9.9% | $5,439+32.7% |
| Admin fee / account holder | $2,950 | $13,799-78.6% | $11,283-73.9% | $10,885-72.9% |