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 | $56,275 | $150,440-62.6% | $136,294-58.7% | $147,584-61.9% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 16.49% | 1049.08%-1032.6pp | 5155.94%-5139.4pp | 578.55%-562.1pp |
| Employer contribution / active EE | $1,991 | $5,256-62.1% | $4,695-57.6% | $4,876-59.2% |
| Participant deferral / active EE | $3,092 | $6,630-53.4% | $6,247-50.5% | $5,439-43.2% |
| Admin fee / account holder | $48,831 | $10,905+347.8% | $9,243+428.3% | $10,885+348.6% |