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 | $53,093 | $171,865-69.1% | $149,718-64.5% | $147,584-64.0% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 24.37% | 2113.22%-2088.8pp | 1501.63%-1477.3pp | 578.55%-554.2pp |
| Employer contribution / active EE | $1,869 | $6,275-70.2% | $5,445-65.7% | $4,876-61.7% |
| Participant deferral / active EE | $5,832 | $7,271-19.8% | $6,569-11.2% | $5,439+7.2% |
| Admin fee / account holder | $301 | $13,799-97.8% | $11,283-97.3% | $10,885-97.2% |