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 | $160,602 | $169,032-5.0% | $129,207+24.3% | $145,922+10.1% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 8.93% | 14330.11%-14321.2pp | 9417.33%-9408.4pp | 561.29%-552.4pp |
| Employer contribution / active EE | $805 | $5,537-85.5% | $4,153-80.6% | $4,660-82.7% |
| Participant deferral / active EE | $4,078 | $4,987-18.2% | $4,168-2.2% | $6,688-39.0% |
| Admin fee / account holder | $4,496 | $9,954-54.8% | $7,715-41.7% | $13,397-66.4% |