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 | $36,784 | $99,020-62.9% | $86,590-57.5% | $147,584-75.1% |
| Participation rate | 73.3% | 76.3%-3.0pp | 73.5%-0.2pp | 82.8%-9.5pp |
| Annual return | 14.36% | 1312.34%-1298.0pp | 964.84%-950.5pp | 578.55%-564.2pp |
| Employer contribution / active EE | $1,694 | $3,132-45.9% | $2,839-40.3% | $4,876-65.3% |
| Participant deferral / active EE | $2,249 | $3,972-43.4% | $3,609-37.7% | $5,439-58.7% |
| Admin fee / account holder | $2,448 | $5,710-57.1% | $4,906-50.1% | $10,885-77.5% |