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 | $80,738 | $150,440-46.3% | $136,294-40.8% | $147,584-45.3% |
| Participation rate | 82.4% | 84.4%-2.1pp | 81.9%+0.4pp | 82.8%-0.5pp |
| Annual return | 16.32% | 1049.08%-1032.8pp | 5155.94%-5139.6pp | 578.55%-562.2pp |
| Employer contribution / active EE | $1,810 | $5,256-65.6% | $4,695-61.4% | $4,876-62.9% |
| Participant deferral / active EE | $3,383 | $6,630-49.0% | $6,247-45.8% | $5,439-37.8% |
| Admin fee / account holder | $5,227 | $10,905-52.1% | $9,243-43.4% | $10,885-52.0% |