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 | $42,480 | $202,318-79.0% | $172,739-75.4% | $152,861-72.2% |
| Participation rate | 81.8% | 87.1%-5.2pp | 82.6%-0.8pp | 82.4%-0.6pp |
| Annual return | 21.10% | 1029.65%-1008.6pp | 802.84%-781.7pp | 345.32%-324.2pp |
| Employer contribution / active EE | $1,650 | $5,856-71.8% | $5,143-67.9% | $4,762-65.4% |
| Participant deferral / active EE | $3,681 | $5,948-38.1% | $5,198-29.2% | $5,850-37.1% |
| Admin fee / account holder | $1,013 | $17,109-94.1% | $13,954-92.7% | $11,596-91.3% |