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 | $64,778 | $171,865-62.3% | $149,718-56.7% | $147,584-56.1% |
| Participation rate | 84.2% | 88.2%-4.0pp | 87.1%-2.9pp | 82.8%+1.4pp |
| Annual return | 17.21% | 2113.22%-2096.0pp | 1501.63%-1484.4pp | 578.55%-561.3pp |
| Employer contribution / active EE | $2,279 | $6,275-63.7% | $5,445-58.1% | $4,876-53.3% |
| Participant deferral / active EE | $6,138 | $7,271-15.6% | $6,569-6.6% | $5,439+12.9% |
| Admin fee / account holder | $2,641 | $13,799-80.9% | $11,283-76.6% | $10,885-75.7% |