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 | $83,227 | $150,440-44.7% | $136,294-38.9% | $147,584-43.6% |
| Participation rate | 76.2% | 84.4%-8.2pp | 81.9%-5.7pp | 82.8%-6.6pp |
| Annual return | 12.82% | 1049.08%-1036.3pp | 5155.94%-5143.1pp | 578.55%-565.7pp |
| Employer contribution / active EE | $2,416 | $5,256-54.0% | $4,695-48.6% | $4,876-50.5% |
| Participant deferral / active EE | $6,685 | $6,630+0.8% | $6,247+7.0% | $5,439+22.9% |
| Admin fee / account holder | $16,671 | $10,905+52.9% | $9,243+80.4% | $10,885+53.1% |