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 | $67,356 | $150,440-55.2% | $136,294-50.6% | $147,584-54.4% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 17.89% | 1049.08%-1031.2pp | 5155.94%-5138.0pp | 578.55%-560.7pp |
| Employer contribution / active EE | $11,039 | $5,256+110.0% | $4,695+135.1% | $4,876+126.4% |
| Participant deferral / active EE | $7,538 | $6,630+13.7% | $6,247+20.7% | $5,439+38.6% |
| Admin fee / account holder | $1,474 | $10,905-86.5% | $9,243-84.1% | $10,885-86.5% |