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 | $46,196 | $150,440-69.3% | $136,294-66.1% | $147,584-68.7% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 16.81% | 1049.08%-1032.3pp | 5155.94%-5139.1pp | 578.55%-561.7pp |
| Employer contribution / active EE | $3,391 | $5,256-35.5% | $4,695-27.8% | $4,876-30.5% |
| Participant deferral / active EE | $2,293 | $6,630-65.4% | $6,247-63.3% | $5,439-57.8% |
| Admin fee / account holder | $1,507 | $10,905-86.2% | $9,243-83.7% | $10,885-86.2% |