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 | $86,771 | $150,440-42.3% | $136,294-36.3% | $147,584-41.2% |
| Participation rate | 81.8% | 84.4%-2.6pp | 81.9%-0.1pp | 82.8%-1.0pp |
| Annual return | 16.89% | 1049.08%-1032.2pp | 5155.94%-5139.1pp | 578.55%-561.7pp |
| Employer contribution / active EE | $3,454 | $5,256-34.3% | $4,695-26.4% | $4,876-29.2% |
| Participant deferral / active EE | $5,046 | $6,630-23.9% | $6,247-19.2% | $5,439-7.2% |
| Admin fee / account holder | $1,261 | $10,905-88.4% | $9,243-86.4% | $10,885-88.4% |