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 | $45,478 | $171,865-73.5% | $149,718-69.6% | $147,584-69.2% |
| Participation rate | 77.8% | 88.2%-10.4pp | 87.1%-9.3pp | 82.8%-5.1pp |
| Annual return | 18.00% | 2113.22%-2095.2pp | 1501.63%-1483.6pp | 578.55%-560.5pp |
| Employer contribution / active EE | $1,509 | $6,275-75.9% | $5,445-72.3% | $4,876-69.0% |
| Participant deferral / active EE | $4,008 | $7,271-44.9% | $6,569-39.0% | $5,439-26.3% |
| Admin fee / account holder | $3,227 | $13,799-76.6% | $11,283-71.4% | $10,885-70.4% |