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 | $29,874 | $150,440-80.1% | $136,294-78.1% | $147,584-79.8% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 10.44% | 1049.08%-1038.6pp | 5155.94%-5145.5pp | 578.55%-568.1pp |
| Employer contribution / active EE | $2,358 | $5,256-55.1% | $4,695-49.8% | $4,876-51.6% |
| Participant deferral / active EE | $4,716 | $6,630-28.9% | $6,247-24.5% | $5,439-13.3% |
| Admin fee / account holder | $1,516 | $10,905-86.1% | $9,243-83.6% | $10,885-86.1% |