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 | $46,433 | $171,865-73.0% | $149,718-69.0% | $147,584-68.5% |
| Participation rate | 85.7% | 88.2%-2.5pp | 87.1%-1.4pp | 82.8%+2.9pp |
| Annual return | 14.53% | 2113.22%-2098.7pp | 1501.63%-1487.1pp | 578.55%-564.0pp |
| Employer contribution / active EE | $2,143 | $6,275-65.9% | $5,445-60.6% | $4,876-56.1% |
| Participant deferral / active EE | $7,982 | $7,271+9.8% | $6,569+21.5% | $5,439+46.8% |
| Admin fee / account holder | $2,167 | $13,799-84.3% | $11,283-80.8% | $10,885-80.1% |