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 | $92,472 | $150,440-38.5% | $136,294-32.2% | $147,584-37.3% |
| Participation rate | 78.6% | 84.4%-5.9pp | 81.9%-3.3pp | 82.8%-4.3pp |
| Annual return | 15.93% | 1049.08%-1033.2pp | 5155.94%-5140.0pp | 578.55%-562.6pp |
| Employer contribution / active EE | $2,031 | $5,256-61.4% | $4,695-56.8% | $4,876-58.4% |
| Participant deferral / active EE | $4,359 | $6,630-34.3% | $6,247-30.2% | $5,439-19.9% |
| Admin fee / account holder | $14,896 | $10,905+36.6% | $9,243+61.2% | $10,885+36.8% |