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 | $49,833 | $171,865-71.0% | $149,718-66.7% | $147,584-66.2% |
| Participation rate | 87.5% | 88.2%-0.7pp | 87.1%+0.4pp | 82.8%+4.7pp |
| Annual return | 14.83% | 2113.22%-2098.4pp | 1501.63%-1486.8pp | 578.55%-563.7pp |
| Employer contribution / active EE | $4,126 | $6,275-34.2% | $5,445-24.2% | $4,876-15.4% |
| Participant deferral / active EE | $6,443 | $7,271-11.4% | $6,569-1.9% | $5,439+18.5% |
| Admin fee / account holder | $4,405 | $13,799-68.1% | $11,283-61.0% | $10,885-59.5% |