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 | $44,204 | $202,318-78.2% | $172,739-74.4% | $152,861-71.1% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 17.74% | 1029.65%-1011.9pp | 802.84%-785.1pp | 345.32%-327.6pp |
| Employer contribution / active EE | $2,161 | $5,856-63.1% | $5,143-58.0% | $4,762-54.6% |
| Participant deferral / active EE | $5,133 | $5,948-13.7% | $5,198-1.3% | $5,850-12.3% |
| Admin fee / account holder | $2,383 | $17,109-86.1% | $13,954-82.9% | $11,596-79.5% |