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 | $56,217 | $150,440-62.6% | $136,294-58.8% | $147,584-61.9% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 21.18% | 1049.08%-1027.9pp | 5155.94%-5134.8pp | 578.55%-557.4pp |
| Employer contribution / active EE | $2,333 | $5,256-55.6% | $4,695-50.3% | $4,876-52.1% |
| Participant deferral / active EE | $7,205 | $6,630+8.7% | $6,247+15.3% | $5,439+32.5% |
| Admin fee / account holder | $2,491 | $10,905-77.2% | $9,243-73.1% | $10,885-77.1% |