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 | $52,367 | $185,200-71.7% | $142,863-63.3% | $167,490-68.7% |
| Participation rate | 72.7% | 78.4%-5.7pp | 71.9%+0.8pp | 82.1%-9.4pp |
| Annual return | 14.34% | 8555.70%-8541.4pp | 5637.54%-5623.2pp | 478.56%-464.2pp |
| Employer contribution / active EE | $1,371 | $5,604-75.5% | $4,144-66.9% | $4,837-71.7% |
| Participant deferral / active EE | $3,109 | $4,494-30.8% | $3,837-19.0% | $6,341-51.0% |
| Admin fee / account holder | $1,488 | $8,031-81.5% | $6,560-77.3% | $12,309-87.9% |