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 | $97,744 | $171,865-43.1% | $149,718-34.7% | $147,584-33.8% |
| Participation rate | 81.3% | 88.2%-6.9pp | 87.1%-5.8pp | 82.8%-1.6pp |
| Annual return | 16.21% | 2113.22%-2097.0pp | 1501.63%-1485.4pp | 578.55%-562.3pp |
| Employer contribution / active EE | $2,607 | $6,275-58.5% | $5,445-52.1% | $4,876-46.5% |
| Participant deferral / active EE | $6,980 | $7,271-4.0% | $6,569+6.3% | $5,439+28.3% |
| Admin fee / account holder | $2,424 | $13,799-82.4% | $11,283-78.5% | $10,885-77.7% |