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 | $59,090 | $171,865-65.6% | $149,718-60.5% | $147,584-60.0% |
| Participation rate | 85.7% | 88.2%-2.5pp | 87.1%-1.4pp | 82.8%+2.9pp |
| Annual return | 13.05% | 2113.22%-2100.2pp | 1501.63%-1488.6pp | 578.55%-565.5pp |
| Employer contribution / active EE | $1,560 | $6,275-75.1% | $5,445-71.3% | $4,876-68.0% |
| Participant deferral / active EE | $6,686 | $7,271-8.0% | $6,569+1.8% | $5,439+22.9% |
| Admin fee / account holder | $1,723 | $13,799-87.5% | $11,283-84.7% | $10,885-84.2% |