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 | $105,263 | $150,440-30.0% | $136,294-22.8% | $147,584-28.7% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 15.71% | 1049.08%-1033.4pp | 5155.94%-5140.2pp | 578.55%-562.8pp |
| Employer contribution / active EE | $1,758 | $5,256-66.5% | $4,695-62.6% | $4,876-63.9% |
| Participant deferral / active EE | $3,904 | $6,630-41.1% | $6,247-37.5% | $5,439-28.2% |
| Admin fee / account holder | $2,264 | $10,905-79.2% | $9,243-75.5% | $10,885-79.2% |