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 | $60,295 | $150,440-59.9% | $136,294-55.8% | $147,584-59.1% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 19.06% | 1049.08%-1030.0pp | 5155.94%-5136.9pp | 578.55%-559.5pp |
| Employer contribution / active EE | $2,557 | $5,256-51.4% | $4,695-45.6% | $4,876-47.6% |
| Participant deferral / active EE | $5,243 | $6,630-20.9% | $6,247-16.1% | $5,439-3.6% |
| Admin fee / account holder | $3,764 | $10,905-65.5% | $9,243-59.3% | $10,885-65.4% |