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 | $34,523 | $171,865-79.9% | $149,718-76.9% | $147,584-76.6% |
| Participation rate | 85.7% | 88.2%-2.5pp | 87.1%-1.4pp | 82.8%+2.9pp |
| Annual return | 14.89% | 2113.22%-2098.3pp | 1501.63%-1486.7pp | 578.55%-563.7pp |
| Employer contribution / active EE | $2,105 | $6,275-66.5% | $5,445-61.3% | $4,876-56.8% |
| Participant deferral / active EE | $5,417 | $7,271-25.5% | $6,569-17.5% | $5,439-0.4% |
| Admin fee / account holder | $443 | $13,799-96.8% | $11,283-96.1% | $10,885-95.9% |