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 | $89,578 | $150,440-40.5% | $136,294-34.3% | $147,584-39.3% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 16.95% | 1049.08%-1032.1pp | 5155.94%-5139.0pp | 578.55%-561.6pp |
| Employer contribution / active EE | $2,160 | $5,256-58.9% | $4,695-54.0% | $4,876-55.7% |
| Participant deferral / active EE | $5,005 | $6,630-24.5% | $6,247-19.9% | $5,439-8.0% |
| Admin fee / account holder | $2,087 | $10,905-80.9% | $9,243-77.4% | $10,885-80.8% |