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 | $62,864 | $150,440-58.2% | $136,294-53.9% | $147,584-57.4% |
| Participation rate | 77.8% | 84.4%-6.6pp | 81.9%-4.1pp | 82.8%-5.1pp |
| Annual return | 17.97% | 1049.08%-1031.1pp | 5155.94%-5138.0pp | 578.55%-560.6pp |
| Employer contribution / active EE | $2,045 | $5,256-61.1% | $4,695-56.5% | $4,876-58.1% |
| Participant deferral / active EE | $8,009 | $6,630+20.8% | $6,247+28.2% | $5,439+47.3% |
| Admin fee / account holder | $578 | $10,905-94.7% | $9,243-93.7% | $10,885-94.7% |