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 9-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 | $46,882 | $150,440-68.8% | $136,294-65.6% | $147,584-68.2% |
| Participation rate | 78.9% | 84.4%-5.5pp | 81.9%-3.0pp | 82.8%-3.9pp |
| Annual return | 16.17% | 1049.08%-1032.9pp | 5155.94%-5139.8pp | 578.55%-562.4pp |
| Employer contribution / active EE | $3,859 | $5,256-26.6% | $4,695-17.8% | $4,876-20.9% |
| Participant deferral / active EE | $7,876 | $6,630+18.8% | $6,247+26.1% | $5,439+44.8% |
| Admin fee / account holder | $2,928 | $10,905-73.2% | $9,243-68.3% | $10,885-73.1% |