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 | $75,303 | $150,440-49.9% | $136,294-44.7% | $147,584-49.0% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 17.17% | 1049.08%-1031.9pp | 5155.94%-5138.8pp | 578.55%-561.4pp |
| Employer contribution / active EE | $3,127 | $5,256-40.5% | $4,695-33.4% | $4,876-35.9% |
| Participant deferral / active EE | $10,078 | $6,630+52.0% | $6,247+61.3% | $5,439+85.3% |
| Admin fee / account holder | $4,964 | $10,905-54.5% | $9,243-46.3% | $10,885-54.4% |