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 | $61,943 | $150,440-58.8% | $136,294-54.6% | $147,584-58.0% |
| Participation rate | 81.3% | 84.4%-3.2pp | 81.9%-0.7pp | 82.8%-1.6pp |
| Annual return | 20.28% | 1049.08%-1028.8pp | 5155.94%-5135.7pp | 578.55%-558.3pp |
| Employer contribution / active EE | $4,336 | $5,256-17.5% | $4,695-7.7% | $4,876-11.1% |
| Participant deferral / active EE | $3,164 | $6,630-52.3% | $6,247-49.3% | $5,439-41.8% |
| Admin fee / account holder | $42,581 | $10,905+290.5% | $9,243+360.7% | $10,885+291.2% |