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 | $43,156 | $150,440-71.3% | $136,294-68.3% | $147,584-70.8% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 18.77% | 1049.08%-1030.3pp | 5155.94%-5137.2pp | 578.55%-559.8pp |
| Employer contribution / active EE | $2,598 | $5,256-50.6% | $4,695-44.7% | $4,876-46.7% |
| Participant deferral / active EE | $7,217 | $6,630+8.8% | $6,247+15.5% | $5,439+32.7% |
| Admin fee / account holder | $2,388 | $10,905-78.1% | $9,243-74.2% | $10,885-78.1% |