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 | $69,451 | $171,865-59.6% | $149,718-53.6% | $147,584-52.9% |
| Participation rate | 95.7% | 88.2%+7.5pp | 87.1%+8.6pp | 82.8%+12.8pp |
| Annual return | 18.66% | 2113.22%-2094.6pp | 1501.63%-1483.0pp | 578.55%-559.9pp |
| Employer contribution / active EE | $2,603 | $6,275-58.5% | $5,445-52.2% | $4,876-46.6% |
| Participant deferral / active EE | $2,639 | $7,271-63.7% | $6,569-59.8% | $5,439-51.5% |
| Admin fee / account holder | $3,133 | $13,799-77.3% | $11,283-72.2% | $10,885-71.2% |