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 | $53,859 | $150,440-64.2% | $136,294-60.5% | $147,584-63.5% |
| Participation rate | 81.8% | 84.4%-2.6pp | 81.9%-0.1pp | 82.8%-1.0pp |
| Annual return | 15.72% | 1049.08%-1033.4pp | 5155.94%-5140.2pp | 578.55%-562.8pp |
| Employer contribution / active EE | $1,841 | $5,256-65.0% | $4,695-60.8% | $4,876-62.2% |
| Participant deferral / active EE | $5,157 | $6,630-22.2% | $6,247-17.5% | $5,439-5.2% |
| Admin fee / account holder | $1,055 | $10,905-90.3% | $9,243-88.6% | $10,885-90.3% |