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 | $32,465 | $202,318-84.0% | $172,739-81.2% | $152,861-78.8% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 22.90% | 1029.65%-1006.8pp | 802.84%-779.9pp | 345.32%-322.4pp |
| Employer contribution / active EE | $2,089 | $5,856-64.3% | $5,143-59.4% | $4,762-56.1% |
| Participant deferral / active EE | $6,954 | $5,948+16.9% | $5,198+33.8% | $5,850+18.9% |
| Admin fee / account holder | $3,110 | $17,109-81.8% | $13,954-77.7% | $11,596-73.2% |