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 | $37,286 | $171,865-78.3% | $149,718-75.1% | $147,584-74.7% |
| Participation rate | 79.2% | 88.2%-9.0pp | 87.1%-7.9pp | 82.8%-3.7pp |
| Annual return | 9.57% | 2113.22%-2103.6pp | 1501.63%-1492.1pp | 578.55%-569.0pp |
| Employer contribution / active EE | $2,259 | $6,275-64.0% | $5,445-58.5% | $4,876-53.7% |
| Participant deferral / active EE | $3,461 | $7,271-52.4% | $6,569-47.3% | $5,439-36.4% |
| Admin fee / account holder | $8,453 | $13,799-38.7% | $11,283-25.1% | $10,885-22.3% |