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 | $45,925 | $171,865-73.3% | $149,718-69.3% | $147,584-68.9% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 13.04% | 2113.22%-2100.2pp | 1501.63%-1488.6pp | 578.55%-565.5pp |
| Employer contribution / active EE | $1,375 | $6,275-78.1% | $5,445-74.7% | $4,876-71.8% |
| Participant deferral / active EE | $2,545 | $7,271-65.0% | $6,569-61.3% | $5,439-53.2% |
| Admin fee / account holder | $1,956 | $13,799-85.8% | $11,283-82.7% | $10,885-82.0% |