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 | $58,551 | $171,865-65.9% | $149,718-60.9% | $147,584-60.3% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 64.83% | 2113.22%-2048.4pp | 1501.63%-1436.8pp | 578.55%-513.7pp |
| Employer contribution / active EE | $8,708 | $6,275+38.8% | $5,445+59.9% | $4,876+78.6% |
| Participant deferral / active EE | $11,332 | $7,271+55.9% | $6,569+72.5% | $5,439+108.4% |
| Admin fee / account holder | $16,876 | $13,799+22.3% | $11,283+49.6% | $10,885+55.0% |