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 | $57,371 | $150,440-61.9% | $136,294-57.9% | $147,584-61.1% |
| Participation rate | 70.0% | 84.4%-14.4pp | 81.9%-11.9pp | 82.8%-12.8pp |
| Annual return | 21.06% | 1049.08%-1028.0pp | 5155.94%-5134.9pp | 578.55%-557.5pp |
| Employer contribution / active EE | $1,777 | $5,256-66.2% | $4,695-62.1% | $4,876-63.6% |
| Participant deferral / active EE | $5,039 | $6,630-24.0% | $6,247-19.3% | $5,439-7.3% |
| Admin fee / account holder | $745 | $10,905-93.2% | $9,243-91.9% | $10,885-93.2% |