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 | $32,719 | $150,440-78.3% | $136,294-76.0% | $147,584-77.8% |
| Participation rate | 72.2% | 84.4%-12.2pp | 81.9%-9.7pp | 82.8%-10.6pp |
| Annual return | 17.69% | 1049.08%-1031.4pp | 5155.94%-5138.2pp | 578.55%-560.9pp |
| Employer contribution / active EE | $1,001 | $5,256-81.0% | $4,695-78.7% | $4,876-79.5% |
| Participant deferral / active EE | $2,741 | $6,630-58.7% | $6,247-56.1% | $5,439-49.6% |
| Admin fee / account holder | $7,597 | $10,905-30.3% | $9,243-17.8% | $10,885-30.2% |