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 | $66,347 | $144,119-54.0% | $117,854-43.7% | $147,584-55.0% |
| Participation rate | 83.3% | 83.4%-0.1pp | 79.7%+3.7pp | 82.8%+0.5pp |
| Annual return | 12.31% | 531.15%-518.8pp | 335.08%-322.8pp | 578.55%-566.2pp |
| Employer contribution / active EE | $989 | $4,896-79.8% | $3,786-73.9% | $4,876-79.7% |
| Participant deferral / active EE | $2,395 | $5,316-54.9% | $4,482-46.6% | $5,439-56.0% |
| Admin fee / account holder | $5,856 | $10,886-46.2% | $8,020-27.0% | $10,885-46.2% |