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 | $94,866 | $150,440-36.9% | $136,294-30.4% | $147,584-35.7% |
| Participation rate | 76.5% | 84.4%-8.0pp | 81.9%-5.5pp | 82.8%-6.4pp |
| Annual return | 16.92% | 1049.08%-1032.2pp | 5155.94%-5139.0pp | 578.55%-561.6pp |
| Employer contribution / active EE | $1,122 | $5,256-78.7% | $4,695-76.1% | $4,876-77.0% |
| Participant deferral / active EE | $2,446 | $6,630-63.1% | $6,247-60.8% | $5,439-55.0% |
| Admin fee / account holder | $540 | $10,905-95.1% | $9,243-94.2% | $10,885-95.0% |