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 | $101,833 | $150,440-32.3% | $136,294-25.3% | $147,584-31.0% |
| Participation rate | 77.3% | 84.4%-7.1pp | 81.9%-4.6pp | 82.8%-5.6pp |
| Annual return | 12.87% | 1049.08%-1036.2pp | 5155.94%-5143.1pp | 578.55%-565.7pp |
| Employer contribution / active EE | $2,095 | $5,256-60.1% | $4,695-55.4% | $4,876-57.0% |
| Participant deferral / active EE | $3,776 | $6,630-43.1% | $6,247-39.6% | $5,439-30.6% |
| Admin fee / account holder | $1,004 | $10,905-90.8% | $9,243-89.1% | $10,885-90.8% |