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 | $66,069 | $171,865-61.6% | $149,718-55.9% | $147,584-55.2% |
| Participation rate | 76.9% | 88.2%-11.3pp | 87.1%-10.1pp | 82.8%-5.9pp |
| Annual return | 29.86% | 2113.22%-2083.4pp | 1501.63%-1471.8pp | 578.55%-548.7pp |
| Employer contribution / active EE | $2,835 | $6,275-54.8% | $5,445-47.9% | $4,876-41.9% |
| Participant deferral / active EE | $4,303 | $7,271-40.8% | $6,569-34.5% | $5,439-20.9% |
| Admin fee / account holder | $1,245 | $13,799-91.0% | $11,283-89.0% | $10,885-88.6% |