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 | $65,827 | $150,440-56.2% | $136,294-51.7% | $147,584-55.4% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 63.23% | 1049.08%-985.9pp | 5155.94%-5092.7pp | 578.55%-515.3pp |
| Employer contribution / active EE | $1,296 | $5,256-75.3% | $4,695-72.4% | $4,876-73.4% |
| Participant deferral / active EE | $3,426 | $6,630-48.3% | $6,247-45.2% | $5,439-37.0% |
| Admin fee / account holder | $523 | $10,905-95.2% | $9,243-94.3% | $10,885-95.2% |