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 | $64,211 | $202,318-68.3% | $172,739-62.8% | $152,861-58.0% |
| Participation rate | 82.4% | 87.1%-4.7pp | 82.6%-0.3pp | 82.4%-0.1pp |
| Annual return | 23.52% | 1029.65%-1006.1pp | 802.84%-779.3pp | 345.32%-321.8pp |
| Employer contribution / active EE | $2,092 | $5,856-64.3% | $5,143-59.3% | $4,762-56.1% |
| Participant deferral / active EE | $3,990 | $5,948-32.9% | $5,198-23.2% | $5,850-31.8% |
| Admin fee / account holder | $3,917 | $17,109-77.1% | $13,954-71.9% | $11,596-66.2% |