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 | $112,497 | $150,440-25.2% | $136,294-17.5% | $147,584-23.8% |
| Participation rate | 81.8% | 84.4%-2.6pp | 81.9%-0.1pp | 82.8%-1.0pp |
| Annual return | 19.60% | 1049.08%-1029.5pp | 5155.94%-5136.3pp | 578.55%-558.9pp |
| Employer contribution / active EE | $3,158 | $5,256-39.9% | $4,695-32.7% | $4,876-35.2% |
| Participant deferral / active EE | $3,171 | $6,630-52.2% | $6,247-49.2% | $5,439-41.7% |
| Admin fee / account holder | $1,576 | $10,905-85.5% | $9,243-82.9% | $10,885-85.5% |