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 | $52,849 | $202,318-73.9% | $172,739-69.4% | $152,861-65.4% |
| Participation rate | 73.9% | 87.1%-13.1pp | 82.6%-8.7pp | 82.4%-8.5pp |
| Annual return | 18.14% | 1029.65%-1011.5pp | 802.84%-784.7pp | 345.32%-327.2pp |
| Employer contribution / active EE | $2,095 | $5,856-64.2% | $5,143-59.3% | $4,762-56.0% |
| Participant deferral / active EE | $4,107 | $5,948-30.9% | $5,198-21.0% | $5,850-29.8% |
| Admin fee / account holder | $7,145 | $17,109-58.2% | $13,954-48.8% | $11,596-38.4% |