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 | $60,805 | $73,515-17.3% | $62,995-3.5% | $147,584-58.8% |
| Participation rate | 72.7% | 77.9%-5.1pp | 74.8%-2.1pp | 82.8%-10.1pp |
| Annual return | 25.68% | 175.43%-149.7pp | 87.57%-61.9pp | 578.55%-552.9pp |
| Employer contribution / active EE | $3,715 | $3,320+11.9% | $2,759+34.7% | $4,876-23.8% |
| Participant deferral / active EE | $4,683 | $4,185+11.9% | $3,329+40.7% | $5,439-13.9% |
| Admin fee / account holder | $1,004 | $5,953-83.1% | $3,600-72.1% | $10,885-90.8% |