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 | $94,132 | $124,185-24.2% | $108,410-13.2% | $167,490-43.8% |
| Participation rate | 75.0% | 82.3%-7.3pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 16.15% | 1379.64%-1363.5pp | 905.27%-889.1pp | 478.56%-462.4pp |
| Employer contribution / active EE | $4,392 | $4,187+4.9% | $3,558+23.4% | $4,837-9.2% |
| Participant deferral / active EE | $10,351 | $6,908+49.8% | $6,563+57.7% | $6,341+63.2% |
| Admin fee / account holder | $9,609 | $9,455+1.6% | $7,295+31.7% | $12,309-21.9% |