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 | $59,641 | $150,440-60.4% | $136,294-56.2% | $147,584-59.6% |
| Participation rate | 72.7% | 84.4%-11.7pp | 81.9%-9.2pp | 82.8%-10.1pp |
| Annual return | 36.65% | 1049.08%-1012.4pp | 5155.94%-5119.3pp | 578.55%-541.9pp |
| Employer contribution / active EE | $2,608 | $5,256-50.4% | $4,695-44.5% | $4,876-46.5% |
| Participant deferral / active EE | $4,916 | $6,630-25.9% | $6,247-21.3% | $5,439-9.6% |
| Admin fee / account holder | $632 | $10,905-94.2% | $9,243-93.2% | $10,885-94.2% |