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 | $86,960 | $171,865-49.4% | $149,718-41.9% | $147,584-41.1% |
| Participation rate | 91.7% | 88.2%+3.5pp | 87.1%+4.6pp | 82.8%+8.8pp |
| Annual return | 11.74% | 2113.22%-2101.5pp | 1501.63%-1489.9pp | 578.55%-566.8pp |
| Employer contribution / active EE | $1,550 | $6,275-75.3% | $5,445-71.5% | $4,876-68.2% |
| Participant deferral / active EE | $4,209 | $7,271-42.1% | $6,569-35.9% | $5,439-22.6% |
| Admin fee / account holder | $4,418 | $13,799-68.0% | $11,283-60.8% | $10,885-59.4% |