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 | $54,936 | $150,440-63.5% | $136,294-59.7% | $147,584-62.8% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 15.58% | 1049.08%-1033.5pp | 5155.94%-5140.4pp | 578.55%-563.0pp |
| Employer contribution / active EE | $2,997 | $5,256-43.0% | $4,695-36.2% | $4,876-38.5% |
| Participant deferral / active EE | $8,306 | $6,630+25.3% | $6,247+33.0% | $5,439+52.7% |
| Admin fee / account holder | $2,464 | $10,905-77.4% | $9,243-73.3% | $10,885-77.4% |