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 | $78,065 | $150,440-48.1% | $136,294-42.7% | $147,584-47.1% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 11.57% | 1049.08%-1037.5pp | 5155.94%-5144.4pp | 578.55%-567.0pp |
| Employer contribution / active EE | $2,096 | $5,256-60.1% | $4,695-55.4% | $4,876-57.0% |
| Participant deferral / active EE | $5,302 | $6,630-20.0% | $6,247-15.1% | $5,439-2.5% |
| Admin fee / account holder | $3,290 | $10,905-69.8% | $9,243-64.4% | $10,885-69.8% |