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 | $63,752 | $171,865-62.9% | $149,718-57.4% | $147,584-56.8% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 20.55% | 2113.22%-2092.7pp | 1501.63%-1481.1pp | 578.55%-558.0pp |
| Employer contribution / active EE | $2,021 | $6,275-67.8% | $5,445-62.9% | $4,876-58.5% |
| Participant deferral / active EE | $6,716 | $7,271-7.6% | $6,569+2.2% | $5,439+23.5% |
| Admin fee / account holder | $347 | $13,799-97.5% | $11,283-96.9% | $10,885-96.8% |