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 | $34,401 | $171,865-80.0% | $149,718-77.0% | $147,584-76.7% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 17.78% | 2113.22%-2095.4pp | 1501.63%-1483.8pp | 578.55%-560.8pp |
| Employer contribution / active EE | $1,618 | $6,275-74.2% | $5,445-70.3% | $4,876-66.8% |
| Participant deferral / active EE | $3,862 | $7,271-46.9% | $6,569-41.2% | $5,439-29.0% |
| Admin fee / account holder | $6,311 | $13,799-54.3% | $11,283-44.1% | $10,885-42.0% |