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 | $34,006 | $169,032-79.9% | $129,207-73.7% | $145,922-76.7% |
| Participation rate | 87.5% | 76.4%+11.1pp | 69.6%+17.9pp | 80.3%+7.2pp |
| Annual return | 15.06% | 14330.11%-14315.1pp | 9417.33%-9402.3pp | 561.29%-546.2pp |
| Employer contribution / active EE | $3,464 | $5,537-37.4% | $4,153-16.6% | $4,660-25.7% |
| Participant deferral / active EE | $5,154 | $4,987+3.3% | $4,168+23.7% | $6,688-22.9% |
| Admin fee / account holder | $2,345 | $9,954-76.4% | $7,715-69.6% | $13,397-82.5% |