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 | $47,568 | $171,865-72.3% | $149,718-68.2% | $147,584-67.8% |
| Participation rate | 72.7% | 88.2%-15.5pp | 87.1%-14.3pp | 82.8%-10.1pp |
| Annual return | 19.25% | 2113.22%-2094.0pp | 1501.63%-1482.4pp | 578.55%-559.3pp |
| Employer contribution / active EE | $1,597 | $6,275-74.5% | $5,445-70.7% | $4,876-67.2% |
| Participant deferral / active EE | $5,709 | $7,271-21.5% | $6,569-13.1% | $5,439+5.0% |
| Admin fee / account holder | $3,802 | $13,799-72.5% | $11,283-66.3% | $10,885-65.1% |