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 | $81,831 | $150,440-45.6% | $136,294-40.0% | $147,584-44.6% |
| Participation rate | 76.9% | 84.4%-7.5pp | 81.9%-5.0pp | 82.8%-5.9pp |
| Annual return | 18.55% | 1049.08%-1030.5pp | 5155.94%-5137.4pp | 578.55%-560.0pp |
| Employer contribution / active EE | $2,433 | $5,256-53.7% | $4,695-48.2% | $4,876-50.1% |
| Participant deferral / active EE | $4,155 | $6,630-37.3% | $6,247-33.5% | $5,439-23.6% |
| Admin fee / account holder | $1,489 | $10,905-86.4% | $9,243-83.9% | $10,885-86.3% |