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 | $59,313 | $150,440-60.6% | $136,294-56.5% | $147,584-59.8% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 20.78% | 1049.08%-1028.3pp | 5155.94%-5135.2pp | 578.55%-557.8pp |
| Employer contribution / active EE | $2,638 | $5,256-49.8% | $4,695-43.8% | $4,876-45.9% |
| Participant deferral / active EE | $5,532 | $6,630-16.6% | $6,247-11.4% | $5,439+1.7% |
| Admin fee / account holder | $3,157 | $10,905-71.1% | $9,243-65.8% | $10,885-71.0% |