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 | $114,158 | $202,318-43.6% | $172,739-33.9% | $152,861-25.3% |
| Participation rate | 81.3% | 87.1%-5.8pp | 82.6%-1.4pp | 82.4%-1.2pp |
| Annual return | 18.76% | 1029.65%-1010.9pp | 802.84%-784.1pp | 345.32%-326.6pp |
| Employer contribution / active EE | $2,288 | $5,856-60.9% | $5,143-55.5% | $4,762-52.0% |
| Participant deferral / active EE | $3,570 | $5,948-40.0% | $5,198-31.3% | $5,850-39.0% |
| Admin fee / account holder | $7,404 | $17,109-56.7% | $13,954-46.9% | $11,596-36.1% |