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 | $106,970 | $176,662-39.4% | $130,648-18.1% | $152,861-30.0% |
| Participation rate | 71.4% | 79.0%-7.5pp | 71.7%-0.3pp | 82.4%-11.0pp |
| Annual return | 22.59% | 2692.24%-2669.6pp | 1708.96%-1686.4pp | 345.32%-322.7pp |
| Employer contribution / active EE | $977 | $5,742-83.0% | $4,092-76.1% | $4,762-79.5% |
| Participant deferral / active EE | $1,830 | $4,361-58.0% | $3,603-49.2% | $5,850-68.7% |
| Admin fee / account holder | $5,012 | $7,133-29.7% | $5,464-8.3% | $11,596-56.8% |