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 | $114,700 | $171,865-33.3% | $149,718-23.4% | $147,584-22.3% |
| Participation rate | 72.7% | 88.2%-15.5pp | 87.1%-14.3pp | 82.8%-10.1pp |
| Annual return | 19.93% | 2113.22%-2093.3pp | 1501.63%-1481.7pp | 578.55%-558.6pp |
| Employer contribution / active EE | $1,598 | $6,275-74.5% | $5,445-70.6% | $4,876-67.2% |
| Participant deferral / active EE | $7,094 | $7,271-2.4% | $6,569+8.0% | $5,439+30.4% |
| Admin fee / account holder | $45,551 | $13,799+230.1% | $11,283+303.7% | $10,885+318.5% |