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 | $51,122 | $171,865-70.3% | $149,718-65.9% | $147,584-65.4% |
| Participation rate | 76.9% | 88.2%-11.3pp | 87.1%-10.1pp | 82.8%-5.9pp |
| Annual return | 14.11% | 2113.22%-2099.1pp | 1501.63%-1487.5pp | 578.55%-564.4pp |
| Employer contribution / active EE | $4,438 | $6,275-29.3% | $5,445-18.5% | $4,876-9.0% |
| Participant deferral / active EE | $6,805 | $7,271-6.4% | $6,569+3.6% | $5,439+25.1% |
| Admin fee / account holder | $18,197 | $13,799+31.9% | $11,283+61.3% | $10,885+67.2% |