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 | $38,598 | $150,440-74.3% | $136,294-71.7% | $147,584-73.8% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 12.17% | 1049.08%-1036.9pp | 5155.94%-5143.8pp | 578.55%-566.4pp |
| Employer contribution / active EE | $2,077 | $5,256-60.5% | $4,695-55.8% | $4,876-57.4% |
| Participant deferral / active EE | $5,860 | $6,630-11.6% | $6,247-6.2% | $5,439+7.7% |
| Admin fee / account holder | $1,365 | $10,905-87.5% | $9,243-85.2% | $10,885-87.5% |