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 | $83,448 | $202,318-58.8% | $172,739-51.7% | $152,861-45.4% |
| Participation rate | 77.8% | 87.1%-9.3pp | 82.6%-4.9pp | 82.4%-4.7pp |
| Annual return | 24.57% | 1029.65%-1005.1pp | 802.84%-778.3pp | 345.32%-320.7pp |
| Employer contribution / active EE | $1,575 | $5,856-73.1% | $5,143-69.4% | $4,762-66.9% |
| Participant deferral / active EE | $3,232 | $5,948-45.7% | $5,198-37.8% | $5,850-44.8% |
| Admin fee / account holder | $6,623 | $17,109-61.3% | $13,954-52.5% | $11,596-42.9% |