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 | $63,554 | $150,440-57.8% | $136,294-53.4% | $147,584-56.9% |
| Participation rate | 73.3% | 84.4%-11.1pp | 81.9%-8.6pp | 82.8%-9.5pp |
| Annual return | 13.82% | 1049.08%-1035.3pp | 5155.94%-5142.1pp | 578.55%-564.7pp |
| Employer contribution / active EE | $906 | $5,256-82.8% | $4,695-80.7% | $4,876-81.4% |
| Participant deferral / active EE | $2,510 | $6,630-62.1% | $6,247-59.8% | $5,439-53.8% |
| Admin fee / account holder | $2,819 | $10,905-74.1% | $9,243-69.5% | $10,885-74.1% |