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 | $53,611 | $171,865-68.8% | $149,718-64.2% | $147,584-63.7% |
| Participation rate | 73.3% | 88.2%-14.9pp | 87.1%-13.7pp | 82.8%-9.5pp |
| Annual return | 27.16% | 2113.22%-2086.1pp | 1501.63%-1474.5pp | 578.55%-551.4pp |
| Employer contribution / active EE | $6,109 | $6,275-2.6% | $5,445+12.2% | $4,876+25.3% |
| Participant deferral / active EE | $11,313 | $7,271+55.6% | $6,569+72.2% | $5,439+108.0% |
| Admin fee / account holder | $1,049 | $13,799-92.4% | $11,283-90.7% | $10,885-90.4% |