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 | $28,293 | $150,440-81.2% | $136,294-79.2% | $147,584-80.8% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 19.19% | 1049.08%-1029.9pp | 5155.94%-5136.7pp | 578.55%-559.4pp |
| Employer contribution / active EE | $2,143 | $5,256-59.2% | $4,695-54.4% | $4,876-56.1% |
| Participant deferral / active EE | $4,080 | $6,630-38.5% | $6,247-34.7% | $5,439-25.0% |
| Admin fee / account holder | $2,194 | $10,905-79.9% | $9,243-76.3% | $10,885-79.8% |