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 | $46,214 | $150,440-69.3% | $136,294-66.1% | $147,584-68.7% |
| Participation rate | 81.8% | 84.4%-2.6pp | 81.9%-0.1pp | 82.8%-1.0pp |
| Annual return | 29.40% | 1049.08%-1019.7pp | 5155.94%-5126.5pp | 578.55%-549.1pp |
| Employer contribution / active EE | $1,410 | $5,256-73.2% | $4,695-70.0% | $4,876-71.1% |
| Participant deferral / active EE | $3,078 | $6,630-53.6% | $6,247-50.7% | $5,439-43.4% |
| Admin fee / account holder | $9,115 | $10,905-16.4% | $9,243-1.4% | $10,885-16.3% |